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Level 2

Report - sales by product with customer info

How do I customize a report that shows Annual Sales of a Product/Service by Customer and to include Customer address information. I have chosen various "Sales by" reports, but cannot find one to include all of the columns I need.

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Best answer 01-15-2019

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QuickBooks Team

Re: Report - sales by product with customer info

Greetings, valerieharned.


It’s great to have you back in the Online Community. Allow me to step in for a moment and provide additional information about running a sales by product report.


Currently, there is not a direct report that shows the customers addresses and products they purchased. As a workaround, I recommend running the reports provided by @HoneyLynn_G.


I’ve informed our product developers that you want to have this report added in a future update. They also want to know your thoughts on how we can improve the functionalities in QuickBooks Online.


I suggest sending your comments by selecting the Gear icon, then Feedback.

 

If you have additional questions about running reports, don't hesitate to leave a comment below. I'm always here to answer them.

 

View solution in original post

13 Comments
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QuickBooks Team

Re: Report - sales by product with customer info

Hi there, @valerieharned

 

It's nice to have you here in the Community. I can assist you with pulling up a customized report that shows Annual Sales of a Product/Service by Customer and to include Customer address information. 

 

You can pull up a Transaction List By Customer and customize it with shipping address. 

 

Here's how:

  1. Click on Reports at the left pane.
  2. On the search box, type in Transaction List By Customer
  3. Click on the Gear Icon beside the Export button. 
  4. Under Change Columns, click on Show More.
  5. Put a check-mark on the Shipping Address box.
  6. Click on Run report. 

I've attached some screenshots to visualize the steps: Picture1.png Picture2.png Picture3.png

 

That should do it, @valerieharned

 

Please let me know if you're referring to something else. I'm just around the corner to provide additional assistance. Have a great week ahead!

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Level 2

Re: Report - sales by product with customer info

Thank you for responding.  I went through the steps you mention below, but am still missing some pieces of information. Below is the list of columns needed for the report.  We are a non-profit and need to run a donor list with their total donations for their tax letters.

Report needs to include:

Product/Service (I need to be able to choose from my list)

Class

Customer first name

Customer last name

Customer address

Date of transaction

Amount of transaction


Any assistance is greatly appreciated.

Highlighted
QuickBooks Team

Re: Report - sales by product with customer info

Hello there, @valerieharned.

 

Thank you for getting back to us and asking the Community about customizing reports in QBO. I can share some more insights to achieve your goal.

 

You can run and customize the Sales by Product/Services Detail report. I'd be happy to walk you through the steps:

  1. Click Reports.
  2. On the search field, enter Sales by Product/Services Detail.
  3. Click the Gear icon on the upper-right side of the report.
  4. Click the Show more link.
  5. Put check marks on Product/Service, Class, Customer, Date, and Amount boxes.
  6. Click on your screen to refresh the report.

 

The report doesn't have a filter to add your customer's address. As a suggestion, you can run another report that shows the address:

  1. Click Reports.
  2. On the search field, enter Customer Contact List.
  3. Click the Gear icon on the upper-right side of the report.
  4. Click the Show more link.
  5. Put check marks on the Full name and Billing Address boxes.
  6. Click on your screen to refresh the report.

Then, you can combine these reports through Excel so you can have all the information in one report. Just click the Export icon.

 

 

To know more about customizing QBO report, please refer to this article: How to customize reports.

 

There you have it, valerieharned.

 

Click "Reply" if you have follow up questions about reports. I'd be around to help you more. Wishing you all the best!

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Level 2

Re: Report - sales by product with customer info

Thank you for your response.

I have created the Sales by Product/Service report. 

However the Customer Contact List doesn't allow me to choose the Product/Service. So the address would not match the Sales by Product report.

Is there a report that I can see what customers purchased what products that include the address?

It seems the address option drops off between customer and sales reports.

Highlighted
QuickBooks Team

Re: Report - sales by product with customer info

Greetings, valerieharned.


It’s great to have you back in the Online Community. Allow me to step in for a moment and provide additional information about running a sales by product report.


Currently, there is not a direct report that shows the customers addresses and products they purchased. As a workaround, I recommend running the reports provided by @HoneyLynn_G.


I’ve informed our product developers that you want to have this report added in a future update. They also want to know your thoughts on how we can improve the functionalities in QuickBooks Online.


I suggest sending your comments by selecting the Gear icon, then Feedback.

 

If you have additional questions about running reports, don't hesitate to leave a comment below. I'm always here to answer them.

 

View solution in original post

Highlighted
ProAdvisor

Re: Report - sales by product with customer info

 

 


@valerieharned wrote:

How do I customize a report that shows Annual Sales of a Product/Service by Customer and to include Customer address information. I have chosen various "Sales by" reports, but cannot find one to include all of the columns I need.



Your original question is very clear to me. I understand what you want.

Unfortunately, such an option to customize the report as you want is not possible in QBO. You will find most of the reports in QBO are not filterable (or customizable) as you want. It's been like that for a while. 

 

 

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Level 2

Re: Report - sales by product with customer info

Thank you.  I have run the two reports as suggested and will delete customers not needed.

This seems to be a basic sales report that a business would want, I'm surprised it's not an option, but hopefully the developers can make that available soon.

Thank you for your time!

Highlighted
Level 1

Re: Report - sales by product with customer info

Hey there! In your post you say "Currently, there is not a direct report that shows the customers addresses and products they purchased. As a workaround, I recommend running the reports provided by @HoneyLynn_G." 

 

Do you know how to find those reports by HoneyLynn? I went to her profile but I can't find a way to filter through all her responses and she has a quite a lot. 

 

Any help is appreciated, thanks much!

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QuickBooks Team

Re: Report - sales by product with customer info

Thanks for joining the conversation, @Jake_Goodman.


The reports you’re looking for are Sales by Product/Services Detail and Customer Contact List. Scroll up on this thread to find the answer provided by Honeylynn_G.


Follow the instructions to pull them up in QuickBooks and refer to these articles for more details: 

Should you need anything else, let me know. I’m more than happy to help. Wishing you the best!
 

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Level 1

Re: Report - sales by product with customer info

Ah, gotcha, thank you! Apologies, I misunderstood what was meant originally. Thanks again.

Highlighted
QuickBooks Team

Re: Report - sales by product with customer info

You're welcome, @Jake_Goodman.

 

No apologies needed. You can always post in the Community for clarifications.

 

If you need assistance in the future, let me know. It's a pleasure to help. Have a fantastic day!

Highlighted
Level 1

Re: Report - sales by product with customer info

I believe that this thread already answered my question but I'll try to ask to make sure.

I need a report that is filtered by the product/item, and shows the purchase, the customer, the customer contact info.

Basically I want a report where I can say, these customers bought this item, and I want to be able to send them an email or postcard. Is that option available?

Highlighted
Moderator

Re: Report - sales by product with customer info

Hello there, whizbank.

 

You can run the Sales by Product Detail and Customer Contact List reports, then customize them from there.

 

The detailed steps are provided above by my colleague @HoneyLynn_G.

 

You can learn more details about customizing reports in this article.

 

Please let us know if you have other QuickBooks concerns. We're always here to help.

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