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bbutler1
Level 3

Inventory Use by Job Totals

Hi,

 

Goal: Run a report that totals quantity used by customer job (Inventory Adjustments)

 

 

I run the inventory adjustment report and can total by job, but the total is only based on cost, and not the "Qty" column. Is there a way to add this?

 

Thanks,
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Solved
Best answer October 12, 2020

Best Answers
SashaMC
Moderator

Inventory Use by Job Totals

Welcome back to the QuickBooks Community, bbutler1. You are correct in saying that there is not an option to include the total by quantity. I will take note of this and share this with our Product Developers for future updates. To keep up with the latest news and updates, I encourage you to checkout our blog. However, a workaround for this would be to export the Custom Transaction Detail report to Excel and use a formula to calculate that column or create a subtotal. Here's how:

 

  1. Located at the top of the report, you will see a tab saying Excel (next to E-mail).
  2. Use the drop-down arrow and select Create New Worksheet. You can choose the option to Update an Existing Worksheet once a worksheet is created.
  3. Choose what you would like to do with the report.
  4. Hit Export once completed.

 

Once that document is generated, make those adjustments, and you will have that ideal report. Please let me know if you have any other questions or concerns by responding below. I'll be around to help. I hope you have a lovely day. Be safe and take care.

View solution in original post

3 Comments
Nick_M
QuickBooks Team

Inventory Use by Job Totals

Hi bbutler1. 

 

Thanks for dropping by the Community, I'm happy to help, just out of curiosity, what report is that, that you're running? I ask because I don't have an inventory adjustment category on any reports that I can find. Therefor, in the meantime, while I wait to hear back from you, if there's a drop down on the report, you can change it to Quantity, otherwise the report wont total by Quantity. 

 

I look forward to hearing back from you. Thank you and have a nice evening. 

bbutler1
Level 3

Inventory Use by Job Totals

It is a custom transaction detail report, filtered to only include the transaction type "Inventory Adjustment."

 

There is no option to total by quantity. My goal is a subtotal of quantity for each job. 

 

Ben 

SashaMC
Moderator

Inventory Use by Job Totals

Welcome back to the QuickBooks Community, bbutler1. You are correct in saying that there is not an option to include the total by quantity. I will take note of this and share this with our Product Developers for future updates. To keep up with the latest news and updates, I encourage you to checkout our blog. However, a workaround for this would be to export the Custom Transaction Detail report to Excel and use a formula to calculate that column or create a subtotal. Here's how:

 

  1. Located at the top of the report, you will see a tab saying Excel (next to E-mail).
  2. Use the drop-down arrow and select Create New Worksheet. You can choose the option to Update an Existing Worksheet once a worksheet is created.
  3. Choose what you would like to do with the report.
  4. Hit Export once completed.

 

Once that document is generated, make those adjustments, and you will have that ideal report. Please let me know if you have any other questions or concerns by responding below. I'll be around to help. I hope you have a lovely day. Be safe and take care.

View solution in original post

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