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February 9, 2022
Question

Transaction report for specific user

  • February 9, 2022
  • 1 reply
  • 3 views

I need a transaction report for a specific user, it won't let me filter by "Last Modified By". Is there a way I can see a list of transactions for "today" made by just one user? I was trying Open Purchase Orders modified to all transactions either open or closed. Essentially so one user can check their items of the day.

1 reply

Level 9
February 9, 2022

Let me help share information about your report, @daraatdykehouse.

 

As of the moment, there isn't an integrated way to generate the Open Purchase Orders report to see a list of entries created by a user. It's best to customize the Audit Trail report to review the list of created purchase orders by a user for today's date.

 

While the option is not yet available, I suggest letting our product developers know about this request by sending feedback. I'll show you how.

 

  1. Go to Help.
  2. Select Send Feedback Online.
  3. Click Product Suggestion.
  4. Under Product Area, choose Reports.
  5. Enter a few words describing how you want to have an option to customize a report for a certain user.
  6. Select Send Feedback.
  7. Click Close Window.

 

I'm adding a couple of articles below that'll allow you to dive in deeply and understand your report:

 

 

Don't hesitate to post again if you have other questions or concerns with generating reports in QuickBooks. I'm always around, ready to help. Take care and stay safe!

February 9, 2022

It appears that I can't even modify the Audit trail by user. Is there any other transaction style report that can do what I want unrelated to PO's?