How to create a Sales Report that includes Job Type

tstrong · ‎January 24, 2022

How can I create a report that shows sales that includes by Job Type? I know how to filter by Job Type, but I don't want to filter I want to report the Job Type so that it shows as a column heading. For example, if I have residential, commercial, and retail job types I would like to report what last year's annual sales was for each job type. Thanks!

DivinaMercy_N · ‎January 24, 2022

Hello there, @tstrong. I'm here to help you generate the sales report you need.

In QuickBooks Desktop (QBDT), the specific report that will show sales by job type is currently unavailable. You can only customize a sales report and use the Filter feature to include the job types. You can run the Sales by Customer Summary report and filter to display all of the job types with the annual total sales for last year. You can also export the report to excel to further modify the report's columns on a spreadsheet. Let me guide you how:

1. In your QBDT program, go to the Reports menu.

2. Scroll down to the Sales section and choose Sales by Customer Summary.

3. Next, click the Customize button.

4. From the Display section, set the Date to Custom and enter the specific date for last year.

5. Then, select the Filters tab. In the Search Filters field, look for Job Type and click OK.

6. Once done, click the Excel drop-down to export the report and do further modification on a spreadsheet.

You'll want to memorize the report customization so you can always apply the same modification and display your preferred format in the future.

If I could be of additional help about pulling up sales reports by job type, please leave a comment below. I'm just a few clicks away. Have a good one.

View solution in original post

DivinaMercy_N · ‎January 24, 2022

Hello there, @tstrong. I'm here to help you generate the sales report you need.

In QuickBooks Desktop (QBDT), the specific report that will show sales by job type is currently unavailable. You can only customize a sales report and use the Filter feature to include the job types. You can run the Sales by Customer Summary report and filter to display all of the job types with the annual total sales for last year. You can also export the report to excel to further modify the report's columns on a spreadsheet. Let me guide you how:

1. In your QBDT program, go to the Reports menu.

2. Scroll down to the Sales section and choose Sales by Customer Summary.

3. Next, click the Customize button.

4. From the Display section, set the Date to Custom and enter the specific date for last year.

5. Then, select the Filters tab. In the Search Filters field, look for Job Type and click OK.

6. Once done, click the Excel drop-down to export the report and do further modification on a spreadsheet.

You'll want to memorize the report customization so you can always apply the same modification and display your preferred format in the future.

If I could be of additional help about pulling up sales reports by job type, please leave a comment below. I'm just a few clicks away. Have a good one.

mwil048 · ‎January 18, 2024

None of these answers is an 'answer' to this issue

LollyNino_C · ‎January 18, 2024

We're glad you've posted here in our Community forum, @mwil048. We understand how frustrating it can be when generating the sales report and how it can impact your business operations. We want to assure you that we're here to help and committed to ensuring you don't experience any inconvenience.

Our top priority is to help you resolve your problem. Would you mind sharing if you're having difficulties with the sales report? We'd also like to know more details about the financial part you're referring to. We'll greatly appreciate any additional information or screenshots that help us provide accurate information and resolutions.

Additionally, learn how to customize the data and add or delete columns to get the correct data for your business needs. Go through this article for more details: Customize Reports in QuickBooks Desktop.

I'm looking forward to helping you in the future. Reply with a comment below if you have queries about the QuickBooks sales report. I'll be one post away if you need assistance. Have a nice day!

Elumenati · ‎December 28, 2024

Totally agree. Filtering by Job Type does NOT result in a job type column that you can work with in excel. Why even suggest that?

Elumenati · ‎December 28, 2024

I totally agree. Filtering a the Sales report by job type does NOT result in a job type column.

Why suggest something that does not answer the original post?

It's more helpful to just say, "you can't do what you want to do" and leave it at that.

Elumenati · ‎December 28, 2024

Just to follow up, the "solution" of filtering a standard Sales by Customer Summary report by Job Type means that you have to create and memorize a separate report for each of your job types. In our case, ten reports are required. This is of course a silly waste of time when all that is required is to access the job details from the sales report.

This association (sales by job type) is useful when the same customer will order different types of work from us, say painting, roofing, brickwork. Each job type requires different crews and slightly different accounting techniques.

Elumenati · ‎December 30, 2024

Follow-up #2

It turns out there is a way in Quickbooks to create a Revenue by Job Type report. Unfortunately you have to use QBAR (QuickBooks Advanced Reporting). It's the 8th option down when you select "Reports". You have install this module (as administrator) and modify Roles (Company/Users/Setup Users and Roles) to make sure you have access. Installation instructions and a tutorial with stunningly painful audio is here: https://qbar.intuit.com/

The tutorial shows you how to create a chart of Sales by City and... Job Type!!! All I did was remove the City "dimension". Watching and learning how to get what I wanted took about 4 hrs. The number of available fields you have access to is mind-blowing. Be prepared to learn what this means sum({<$(vExprSales)>}[Transactions.Amount])

Good luck!

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