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MichelleSCR
Level 3

Job Profitability Report

The Job Profitability Report currently shows costs first, then revenue in the next column.  The computed difference represents the profit.  The % of the difference/profit is based on the costs.  Normally profit is stated as a % of Revenue.  Is there a way to change the order of these columns so the % is based on revenue instead of costs?

We have Enterprise Desktop version 

5 Comments 5
MaryLandT
Moderator

Job Profitability Report

Let me help get the data you need while working on the Job Profitability report, MichelleSCR.

 

While you're unable to change the order of these columns, you can export the report to Excel. Then, move the column from there. Just make sure to re-calculate the difference.

 

Let me show you how to export the report:

 

  1. On the Job Profitability report, Select the Excel on the toolbar.
  2. Select Create New Worksheet.
  3. When you’re ready to export, select OK.
  4. To open the report in Excel, you can also select Export.

You can also modify the font and style of the report. Check out this link to learn more  about this: Customize reports in QuickBooks Desktop.

 

Let me know if there are other reports you need in QuickBooks. I'll be right here to help you.

MichelleSCR
Level 3

Job Profitability Report

That is not a viable solution in our situation.

I already do a lot of exports from QuickBooks to Excel and that would be a solution if we were only going to look at the report on an occasional or rare basis.  But we would like to use this report on a regular basis so it is not practical for all of our users to export and redo the formulas on a regular basis. It just seems backwards from what normal financial statements and analysis are based on so I thought maybe there was a way to correct it.

 

Are there some advanced reporting functionality that I am not aware of that we can write new or revise reports.  The customize reports is not an option, as the parameters are not very flexible.

Rose-A
Moderator

Job Profitability Report

Hi, MichelleSCR.

 

I appreciate you explaining how it would help you out to be able to reorder the column report in QuickBooks Desktop. It is always our aim to develop relevant features that came from QuickBooks users or customer feedback. I'll be sure to take note of this product option for future enhancements. 

 

While that feature isn’t currently in our development roadmap, we are working on big improvements that will be helpful for the majority of our customers.

 

You can visit the What's New section on your QuickBooks Desktop, to stay informed with our latest news and updates including product enhancement.

 

 

In the meantime, I recommend customizing the report to get the specific details you need. You can also memorize it to save its current customization settings. It serves as your record and helps you quickly access it for future use.

 

If you have any other questions about generating a report or need anything else in QuickBooks, let me know in the comment below. I'll be more than happy to help you in any ways I can. Have a lovely day!

kristas
Level 1

Job Profitability Report

Any update on developers changing the order of the columns on the job profitability report so the $ difference/profit column will calculate the % off the revenue column and NOT the cost column. This is for Quickbooks Enterprise

 

JonpriL
Moderator

Job Profitability Report

I'm here to share insights about customizing your  report in QuickBooks Enterprise, @kristas.

 

As of the moment, there isn't an option to change the order of columns while creating your job profitability report. And we're also unable to determine the exact turnaround time as to when this option will be added.

 

While the option is not yet available, it's best to let our product developers know about your request by sending feedback. Let me show you how.

 

  1. Go to Help.
  2. Select Send Feedback Online.
  3. Click Product Suggestion.
  4. Under Product Area, select Reports.
  5. Enter a few words describing how you wanted to change the order of columns while working with your job profitability report.
  6. Select Send Feedback.
  7. Click Close Window.

 

I'm also adding this article with the tips and topics you can use while managing your reports and organizing your financial activity: Create and Manage Reports in QuickBooks Enterprise Suite.

 

Let me know in the comments below if you have any other questions aside from generating and customizing your report. I'll be here to lend a helping hand. Take care and stay safe! 

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