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T
talk2khurram
February 12, 2021
Question

Inventory Valuation Summary Report

  • February 12, 2021
  • 1 reply
  • 7 views

Hello

 

Kindly see below (Picture 1) my Inventory Valuation Summary Report. I want to customize this repots.

I want this report like that which is showing in (Picture 2 and Picture 3).

Likewise, I want Inner in the fort of Outer not down. Is it possible?

 

If you have any further explanation kindly ask me.

 

Kind Regards

1 reply

MaryLurleenM
MaryLurleenM
Level 6
February 12, 2021

I appreciate the screenshots you provided, talk2khurram.

 

It helped me see the kind of report you're looking for. However, the report is designed as it is.

 

You can instead utilize the export report to Excel to customize this report. Here's how:

  1. In QuickBooks, go to the Reports menu and select Reports Center.
  2. Find and open any report.
  3. Select the Excel on the toolbar. You can also select Print or Email to save the report as a PDF.
    Save,
  4. To create a new Excel workbook, select Create New Worksheet. If you want to update an existing workbook with the data in the open report, select Update Existing Worksheet. Select Browse and then find the workbook on your computer. Keep in mind, this overwrites the existing workbook.
  5. If you want to format the data a specific way, select Advanced. This is optional.
  6. When you’re ready to export, select OK. To open the report in Excel, you can also select Export.

If you have other suggestions about report customization, don't hesitate to leave a reply. 

T
talk2khurramAuthor
February 12, 2021

Hi

Thanks for your reply. I know I can customize this report in Excel. But I want to do inside Quickbooks.  

 

Kind Regards, 

C
ChristieAnn 11
Level 9
February 12, 2021

Hi there, talk2khurram.

 

Thank you for coming back here in QuickBooks Community to add clarification about customizing the report. I can see how essential it is to add or make changes to customize a report base on what you want inside QuickBooks Desktop.

 

However, as mentioned by my colleague above, the option to customize the report the way you want is currently unavailable. For now, you can follow the steps shared above as a workaround.

 

You can click this article to see additional information on how customizing reports in QuickBooks Desktop works: Customize reports in QuickBooks Desktop. This also provides details about how QuickZoom appears over a number in a report to bring up more detail about that number or item.

 

I suggest visiting our QuickBooks Firm of the Future blog to know about the latest news and updates from QuickBooks Desktop.

 

I can help you if you have other tasks you need to tend to in QBDT. Just reply here, and I'll give some guides and important information about the features. 

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