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Level 4

Report Header or Footer (Ability to ADD Fields)

I'm on QB 2013

Here's my challenge:

I run a P&L and I set a filter to a specific CLASS.  No where on the Report Output does it give me the Class I selected.  To get the Class on the Report, I have to go to Headers and Footers in Modify Reports and enter the name of class somewhere in the Header or Footer Information.  If I then run the same Report for another Class, I have to modify the Report Header or Footer to reflect the new class name.

 

ASK #1 - How about you give us the ability to add a QB field to the Header or Footer so that it changes dynamically to list on the Report what a Filter Option is "set to".  For example, if I set the Filter Class to "X" and I add the QB Field "Class" in the Header, when the Report prints it would Print "X" in the Header.  If I then go and change to Filter Class to "Y", I wouldn't have to do a thing to the header - it would Print "Y" on my Report. 

 

ASK #2 - How about a cover page or a back page that lists all the Reports filter choices.

 

Printing a P&L and not knowing which Class you ran the P&L for is useless and having to change the header and/or footer every time you run a P&L for a different class is time wasted.

 

Thanks for listening.

 

 

Solved
Best answer April 24, 2020

Best Answers
Highlighted
Moderator

Report Header or Footer (Ability to ADD Fields)

I appreciate your input from every angle, @2robertc.

 

I can see how the workflow you're looking for is beneficial to you and your business. We take our customers' suggestions as a guide on which area of the product we should enhance.

 

Also, I want you to know your voice is important to us, and we take this as an opportunity to make changes on behalf of our customers.

 

If you need some reference in the future, please visit our QuickBooks Help Articles site. 

 

If there’s anything else I can help you with, click the Reply button and post a comment. I’ll be right here ready to help you. Have a good one.

View solution in original post

3 Comments
Highlighted
QuickBooks Team

Report Header or Footer (Ability to ADD Fields)

Hi there, @2robertc

 

Thank you for reaching out to the Community. The ability to pull up Profit & Loss by classes is available in QuickBooks Desktop. You have to modify the class that you want to appear in your header report. Let me show you how:  

 

  1.  Click the Reports
  2. In the search bar type Profit and Lost by Class.
  3. Tap Run
  4. Press the Customize Report
  5. Mark check the specific item you want to show up into the Report. 
  6. Hit OK

 

profit100.PNG

 

profit101.PNG

 

Once done to view the changes made try run a report to double-check it. 

 

I've added this article to guide you on how to modify the reports: Customize reports in QuickBooks Desktop

 

Please let me know if you need further assistance with your reports. I'll make sure to get back to you whenever you need me. Have a great day!

Highlighted
Level 4

Report Header or Footer (Ability to ADD Fields)

Hi Ailene-  Please re-read the question.  I know how to run a P&L by Classes.  What I'm asking has to do with titling the Reports that get generated.  Thank you for your attention to this matter.  Enjoy the weekend.

Highlighted
Moderator

Report Header or Footer (Ability to ADD Fields)

I appreciate your input from every angle, @2robertc.

 

I can see how the workflow you're looking for is beneficial to you and your business. We take our customers' suggestions as a guide on which area of the product we should enhance.

 

Also, I want you to know your voice is important to us, and we take this as an opportunity to make changes on behalf of our customers.

 

If you need some reference in the future, please visit our QuickBooks Help Articles site. 

 

If there’s anything else I can help you with, click the Reply button and post a comment. I’ll be right here ready to help you. Have a good one.

View solution in original post

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