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Level 3

Report filtering by Source Name

Is there a way to filter Source Names in reports?

 

Example: We have vendors named A, B, C, D etc.  We run the Item Actual Cost Detail and switch the display from Name to Source Name so that we get a column with our vendor names.  But we only want the report to show the Vendors with a vowel name (A, E, I, O, U.)  We could export to Excel and filter there but all we know is that we want the vowels and we don't know what a vowel is.  We'd like to go into the vendors and tell QB what vowels are...sometimes we might want Y after all.

 

How do we get the report to only show us the vowel source names?  We can add columns to filter fields in Name but of course Name is a weirdly irrelevant column.

3 Comments 3
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QuickBooks Team

Report filtering by Source Name

Hello, @GalinMcMahon.

 

Let me share to you some insights about filtering source names.

 

In filtering names, it is not possible to be automatically adding vendors with vowel letters.

 

However, you can manually select add vendors with the vowel letters.

 

Here’s how.

 

  1. On your Item actual Cost Detail reports, Go to Filters.
  2. Select the source name.
  3. Select Multiple names.

 

From there you can select the names and choose the vowel that you wanted to use.

 

If you have other issues you can check out the link for help articles for your QuickBooks Desktop. 

 

Please leave a comment below if you have any other questions. Have a nice day!

Highlighted
Level 3

Report filtering by Source Name

Thank you for the reply.  Unfortunately this report does not allow filtering by source name.  It only allows filtering by name and associated fields.  'Name' is a completely irrelevant field that we would never have any use for.  I can't understand why QB chooses which fields can be used for certain reports.  Give us the option.

Highlighted
QuickBooks Team

Report filtering by Source Name

Hi there, GalinMcMahon.

 

For now, we're unable to add Source Name in the Filters tab. 

 

As you may have observed, the names that you can see when the Multiple names filter is being applied are vendor profiles. This means that the list of transactions will still be sorted out according to the selected vendors. 

 

Let me also share this article about running reports for additional details: Understand reports.

 

Add another reply below or visit us again if you need anything else. 

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