reports template

Datashack · ‎January 24, 2020

I've tried looking for information on how to add columns to templated reports or how to modify the templated reports. pretty much got nowhere.

I am looking for how to modify the WIP summary reporting template to add the WO description into the report. should be a simple thing to do, but I need to add a column field to the reporting template to pull the Job description from the database. alternatively, if there is a way to modify the report template itself it would be greatly appreciated.

looking to add the Job description for each work order into the report where the red Square is located in my picture.

any help is appreciate

MaryAnn_E · ‎January 24, 2020

Hi there, @Datashack.

Adding a column for the job description to the WIP summary report is unavailable. Though you can export this to an excel file to add the information, let me guide you on how to do it.

Here's how:

Go to the Reports menu and choose Jobs, Time & Mileage option.
Select Job WIP Summary.
In the Job WIP Summary window, click the Excel on the toolbar and choose to Create New Worksheet.
Hit the Export button in the Send Report to the Excel window.

For more overview on exporting reports to Excel, you can check this article: Export reports as Excel workbooks in QuickBooks Desktop.

You can also visit this article for some ideas you can use on modifying report in QuickBooks: Customize reports in QuickBooks Desktop.

Let us know by leaving a message below if you have related concerns about customizing reports. We are here to help you.

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