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Level 2

Sales by Product report does not retain my changes

I am using QB Prem 2020 with latest updates.

I customized the Sales by Product report, display totals only, sort by Totals and sequence descending. Next I clicked Customize Reports and added the report to my Favorite Reports.

However, when I run the report all my above changes are lost and defaults are being used.

How can I save the report to my favorite reports with all settings I made?

I would like to customize other standard reports then save them, but I always would run my saved reports with the settings I made.

What am I missing?

3 Comments
QuickBooks Team

Sales by Product report does not retain my changes

Thanks for visiting us today, @gerdgoebel.

 

It looks like a duplicate post. My colleague has already provided a workaround for the report that you need. Feel free to check out the link below:

 

https://quickbooks.intuit.com/learn-support/en-us/banking/i-need-a-top-selling-items-report/01/70804...

 

In case you need help with other report tasks, click this guide to go to our general report topics with articles.

 

Let me know if you still have questions or concerns. I'll be happy to answer them for you. Take care and have a great day ahead.

Level 2

Sales by Product report does not retain my changes

He did not provide a solution.

This is more a problem of all the reports I checked. When making changes to the filter and sorting, then save it to my favorites reports my filters and sorting are not saved.

Moderator

Sales by Product report does not retain my changes

Hi there, gerdgoebel.

 

I appreciate you getting back and providing additional details about your issue.

 

To isolate the problem of why the report didn't save when doing some customization, we can run the Verify Rebuild Data tool that helps identify and repairs data issues within your company file. Here's what you'll need to do:

 

  1. Click File.
  2. Go to Utilities, then choose Verify Data.
  3. If QuickBooks detected no problems, there's no further action needed. If you receive a message, "Your data has lost integrity", the file is damaged. Just continue to Rebuild Data to correct the problem.
  4. When you Rebuild Data, you'll receive a message to back up your company file, just click OK. The utility starts as soon as the back up is finished.
  5. Click OK when you get the message "Rebuild has completed".
  6. Run Verify Data again to check for remaining data damage.

 

For more details about the Verify/Rebuild process, check this article: Verify and Rebuild Data in QuickBooks Desktop.

 

Once done, try to run the report again. Check to see if it works. 

 

For guidance in generating reports to show the information you need, see this resource: Customize reports in QuickBooks Desktop.

 

Please let me know how things go on your end. I want to ensure this gets resolve for you. Take care.

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