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patrickpeterhans
Level 1

Sort Report

Hello!


I created a custom field called industry as I would like to track the sales by industry.  I went into the report Sales by Customer Detail, chose 'Sort by Industry' and also clicked on Customize Report.  

In the lower half in Customize Report, see attached screenshot, I cannot 'Total by' Industry, as it is not an option, here on the screenshot it says Sales Tax Code.  How can I add Industry to that?

 

Thanks,

Patrick

2 Comments 2
Rubielyn_J
QuickBooks Team

Sort Report

Greetings, @patrickpeterhans.

 

Let me share some insights about adding a custom field in QuickBooks Desktop. 

 

Adding the Industry in the Total by dropdown menu is unavailable in QuickBooks. The custom field that you created can only show in the reports column. 

industry.PNG

 

If you wish to track the sales by industry, you can export the Sales by Customer Detail report. 

 

Here's how:

 

  1. Go to Reports.
  2. Select Sales, then choose Sales by Customer Detail.
  3. Click the Excel dropdown menu and select Create New Worksheet

    industry1.PNG
  4. Then click Export.

 

From there, you can sort the data that you needed. 

 

For more information on how to customize your report, feel free to view this resource: Customize reports in QuickBooks Desktop.

 

You can memorize reports in QuickBooks if you want the same settings of the customized report to be available for future use. This way, you do not have to go through the customization process again. 

 

Feel at ease to get back to this thread if you have other questions in managing the reports in QuickBooks. I'll be happy to help you further. Have a pleasant day.

Rubielyn_J
QuickBooks Team

Sort Report

Hi, @patrickpeterhans.

 

Hope you’re doing great. I wanted to see how everything is going about the custom field concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

 

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