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Stalliant-Laura
Level 1

Project status in a scheduled report?

I am working with a client who is using QBO Advanced and has the Projects feature enabled. I need to schedule a report that contains each project and its status (Completed, In Progress, etc) as an actual field in the report, not just as a filter option on the report.

 

According to this help article, there is a "Project status" report, but that (along with half of these reports) does not appear as an option when I follow the directions: https://quickbooks.intuit.com/learn-support/en-us/help-article/project-reports/use-project-reports-… 

 

Is there a way to customize any existing reports with this column?

1 Comment 1
ShyMae
QuickBooks Team

Project status in a scheduled report?

I appreciate you sharing your observations with us and attaching the article for reference, Laura.

 

To clarify, some of the reports mentioned in the article, including the Project Status report, are exclusive to Intuit Enterprise Suite. 

 

Currently, the option to customize existing reports to add a column for project status isn't available. For now, we can create a new custom report that includes your project lists along with their statuses.

 

Here are the steps to follow:

 

  1. Hover over the Reports menu and select Custom Reports.  
  2. Click on the option to Create a new report and choose Blank.  
  3. Hit Create, then Start by adding data columns.  
  4. In the search box, type Project.  
  5. Click the Project dropdown and tick both Project and Project Status.  
  6. Hit Save, then edit the report name, and save it again.

 

Sample.png


After saving your custom report, you can schedule it as follows:

 

  1. Head to the Reports menu and select Custom Reports.  
  2. Scroll down to find the Project Status report.
  3. Click the Edit dropdown and select Create a schedule.
  4. Fill in the required details, then save the report.

 

Sample.png

 

While these steps will help you achieve your goal, I still recommend sending your observations and feedback directly to our product engineers. 

 

  1. Click the Gear icon, then select Feedback.
  2. Please share your request for more extensive reporting options in the box provided, including the ability to add a dedicated column for the project's status in the existing reports.
  3. Hit Next to submit.


Please don't hesitate to reach out again if you have other questions. We're always here to help. 

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