Is There a Completed Builds Summary Report?

Thanks for taking the time to reach out to us, and I appreciate all the efforts you've performed to get the report you want, @DUCKS495.

You can run the Inventory Reorder Report by Vendor. The grid displays your current minimum or maximum stock levels as well as suggested replenishment quantities. Let me guide you on how.

1. Go to the Reports menu.
2. Highlight Manufacturing and Wholesale Reports.
3. Select Inventory Reorder Report by Vendor.
4. Click the Customize Report and filter the necessary details you want to include.

Take a look at this article for the details: Customize reports in QuickBooks Desktop.

Also, I'd recommend consulting with your accountant for further assistance on what other reports you can pull up and combine them through an Excel file. If you're not affiliated with one, our Intuit Find-A-ProAdvisor site can help you to find certified professionals in your area.

I'm adding these articles to learn more about the accounting side when you add an item in QuickBooks:

• Track the products you manufacture
• Understand inventory assets and the cost of goods sold.
• Adjust your inventory quantity or value in QuickBooks Desktop.

If you have further concerns with creating reports in QuickBooks, just click the Reply button. I'm here to help you more. Have a good one.

This is absolutely not the report I was asking about. I am not looking at what I have on hand. I am not looking at what I have on order. I am looking for a report that identifies what assemblies were made inside the company in a specific period.

To be clear:

1. We buy things

2. We assemble those things into finished items. To convert the individual things we bought to those finished items, we use the Build Assemblies function in Quickbooks

3. I am looking for a report, that exists in every other piece of manufacturing software I've ever used, to tell me how many items were built by us in a specific period (for simplicity sake, let's call it a month here).

4. As I said in my initial message, it would look very similar to Sales by Item Summary, but instead would be Completed Builds by Item Summary. There is a Pending Builds report, although that is a detail report, but no Completed Builds summary report. Please look at the 2 reports mentioned here before replying again.

Please tell me that a software product, that bills itself as the "Manufacturing and Wholesale" version, actually has a manufacturing report in it that shows what was manufactured in a specific period. Not sold, not bought, but manufactured.

This got me close and I was able to take it the rest of the way.

Some items:

1. I do not have a Customize Report button (Click the Customize Report button) on my screen that I could find. This did not affect the report in any way.

2. I needed to change the Detail Level from the suggested All Except Summary to Summary Only

I know you are in support and are just trying to help, which I appreciate. Thank you for your help. Suggesting that this feedback go to your engineers is incorrect (although you are doing what you are directed to do). This is a Product Marketing issue. Engineers put in the functionality directed by Product Marketing. The person/people in charge of the Manufacturing and Wholesale portion of this product (which is what we have) approved the overall design and functionality of this. Not having this basic report, especially after having a Pending Builds report, is so egregious that I can't even put it into words. It would be the equivalent of having financial reports and leaving out the Profit and Loss Report. But that's not your issue. The Support people are there to pick up the pieces and try to make things work.

Thanks again for your help.

Hi DUCKS495,

If you start from your Inventory Item list, you can force this report. Begin by selecting any item on your item list, and then right click on it. Choose "Quick Report" near the bottom of the list. Then you can Customize Report using the Filter TAB by typing "Item" and scrolling up to select "Multiple Items". This allows you to choose the items you want for your report. Next type "Transaction Type" and select "Build Assembly". Hope this helps!

If you start from your Inventory Item List, you can force this report:

1.) Choose any item, and right click.  Select "Quick Report" near the bottom of the list.  Then, Customize Report using the Filter Tab:

2) Type "Item", then scroll to the top of your item list and select "Add Multiple Items".  Choose the items for your report.

3) Type "Transaction Type" and select "Multiple Transaction Types", then select "Build Assembly".

Hope this helps!

Thanks. I just checked this quickly and it looks as if it is not a summary report. Further, I have over 50 products that we build. I do not want to have to go through a list and check 50 products (Multiple Items).

If I'm incorrect in my assessment that this is not a summary report, please forgive me. I am working on some other stuff right now and just tried it out quickly.

But I do appreciate your attempt.

I stand by what I said. For a Manufacturing and Wholesale version of QB not to have a Summary Builds report (aggregation of what was built in a period) is absolutely ridiculous. It's also absolutely ridiculous that there is no comparison to prior years, much like the Sales reports.

Further, when selecting Multiple Items, it's equally ridiculous that the list from which to choose things only shows the names (which we have set up for item numbers) and no description. There is absolutely no reason that a description cannot be shown. There is plenty of room to show some sort of description.

I see this issue marked as solved, but I wanted to share my own experience as an additional solution. I am still using 19, but I imagine it would be the same in the newer versions.

I start with a basic Find report (control+F). Set transaction type as Build Assembly. Set desired date range. Set Detail Level to Summary Only. Click "Find" to generate results. Click "Report" to generate a default report.

Click "Customize." Under Columns, un-check the following: Name, Number, Memo, Account, Class, Clr, Split, Debit, Credit, and Balance. Under Columns check the following: Item & Quantity. Change "Sort By" to Date and Sort Order to Ascending. Click OK.

This should give you what you wanted. Of course you can further customize as desired.

Keep in mind this report does not include any Builds which have been flagged as Pending. If your Items include sub-assemblies, these will also be included in the report.

Reports --> Accountant & Taxes --> Transaction List by Date

Customize Report

 - Select ALL ASSEMBLIES

 - Add QTY, Item and Item Description

 - Sort by Item

 - Set your date range

And then you would have to do a little math in Excel or cell grabbing to see total amounts

Reports --> Accountant & Taxes --> Transaction List by Date

Customize Report

 - Select ALL ASSEMBLIES

 - Add QTY, Item and Item Description

 - Sort by Item

 - Set your date range

And then you would have to do a little math in Excel or cell grabbing to see total amounts

We have not done any assemblies at this time since we are just starting out. Is there a report I can run that shows all the components in a assembly? 

Hello there, @angel511.

I can see that this is a duplicate post. My colleague MJoy_D, already responded to your query about the assembly report. You can reply to her so we can assist you further through this link.

You can always reach back to us if you have other QuickBooks-related concerns. The Community is open 24/7 to assist. Keep safe.

Agree with user.  I would like to see a report by build assembly NUMBER, over a certain period of time.  Is there a way to do that.  It seems unbelievable that there would not be.

1. Go to the Reports menu.
2. Select Custom Reports. Choose Summary.
3. From the Display tab, set the date range to the period you need. Click the Customize Report button.
4. On the Display rows by drop-down, select Item detail. Under Display columns, select Quantity (select Amount if the dollar amount is required).
5. On the Filters tab, remove the Account filter.

• Add Transaction Type, then select Build Assembly filter.
• Add Number, then enter the build number you want to review.