How to create a Sales Report that includes Job Type

None of these answers is an 'answer' to this issue

We're glad you've posted here in our Community forum, @mwil048. We understand how frustrating it can be when generating the sales report and how it can impact your business operations. We want to assure you that we're here to help and committed to ensuring you don't experience any inconvenience.

Our top priority is to help you resolve your problem. Would you mind sharing if you're having difficulties with the sales report? We'd also like to know more details about the financial part you're referring to. We'll greatly appreciate any additional information or screenshots that help us provide accurate information and resolutions.

Additionally, learn how to customize the data and add or delete columns to get the correct data for your business needs. Go through this article for more details: Customize Reports in QuickBooks Desktop.

I'm looking forward to helping you in the future. Reply with a comment below if you have queries about the QuickBooks sales report. I'll be one post away if you need assistance. Have a nice day!

Totally agree.  Filtering by Job Type does NOT result in a job type column that you can work with in excel.  Why even suggest that?

I totally agree.  Filtering a the Sales report by job type does NOT result in a job type column. 

Why suggest something that does not answer the original post? 

It's more helpful to just say, "you can't do what you want to do" and leave it at that.

Just to follow up, the "solution" of filtering a standard Sales by Customer Summary report by Job Type means that you have to create and memorize a separate report for each of your job types.  In our case, ten reports are required.  This is of course a silly waste of time when all that is required is to access the job details from the sales report.

This association (sales by job type) is useful when the same customer will order different types of work from us, say painting, roofing, brickwork.  Each job type requires different crews and slightly different accounting techniques.

Follow-up #2

It turns out there is a way in Quickbooks to create a Revenue by Job Type report.  Unfortunately you have to use QBAR (QuickBooks Advanced Reporting).  It's the 8th option down when you select "Reports".  You have install this module (as administrator) and modify Roles (Company/Users/Setup Users and Roles) to make sure you have access.  Installation instructions and a tutorial with stunningly painful audio is here: https://qbar.intuit.com/

The tutorial shows you how to create a chart of Sales by City and... Job Type!!!  All I did was remove the City "dimension". Watching and learning how to get what I wanted took about 4 hrs.  The number of available fields you have access to is mind-blowing.  Be prepared to learn what this means sum({<$(vExprSales)>}[Transactions.Amount])  

Good luck!

why can't we generate a reports that allow us to see sales, profitability, etc by Job Type but with all of the Job Types showing?  If we have 10 different Job Types for our production company I should be able to run a report showing the sales and profitability of each job type on one report

I can see that having the ability to pull up a report with the flexibility to filter by all job types can be very beneficial for managing your business, jtf2.

However, please note that we are unable to generate a report that personalizes and displays sales and profitability for all your job types in QuickBooks Desktop (QBDT). As a workaround, you can export your report into Excel and customize it there. Additionally, if you’re using the Enterprise edition of QBDT, you might consider utilizing QuickBooks Advanced Reporting.

You can refer to this article for more details on how to utilize this feature: QuickBooks Advanced Reporting (QBAR) FAQ.

I also encourage you to submit your feedback directly to our product team so they can consider your suggestions for future product updates. Here’s how to do that:

1. Navigate to the Help tab.
2. Select the Send Feedback Online option.
3. Select the Product Suggestion option. A pop-up window will display.
4. Enter your feedback suggestion.
5. Click the Send Feedback button.

If you have any further concerns about reports or would like to share your best practices using the product, feel free to reach out anytime. The Community is always here to assist you, jtf2.