Hi there, @klmbookie.
I'm here to help you with your report concern.
You can run the budget vs. actuals balance and product/services report then, click on the reported amount to show the associated transaction.
On the other hand, you can export the report through excel to modify the information you can provide to your client.
To export your report to excel, check out this article: Export reports as Excel workbooks in QuickBooks Desktop.
To learn more about running reports in QBDT, you can check this article: Understand reports.
If you have any other QuickBooks questions in the future, you can also check our help articles: Help articles for QuickBooks Desktop.
Please feel free to add a comment below if you have any other QuickBooks questions, I'd be glad to keep helping. Have a great day ahead!
