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Highlighted
Level 2

User Reports

Can I print a separate report for each user?  I have a report that I customized to print showing transactions for each user by showing the last modified by column but all users are on the same report.  We need to have each user (in our case, doctors) on separate reports so we have totals for each.  If only there were the option to filter by last modified by but that is the one thing that isn't in the list.  

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Best answer February 07, 2019

Best Answers
Highlighted
Level 15

User Reports

This is Class Tracking, not user names: "Yes, we are wanting the transaction total for each user."

 

User names is how you control Access and limited rights, such as, some people have a log in that does not allow them to Print Checks. It's not a Financial option; it is a Usage and Audit Control provision.

 

"We had previously used software for a veterinary clinic and that is type of reports that we had printed off for each of our doctors that showed totals."

 

Yes, that is Class Tracking.

 

"The report that I customized is exactly what we want except for the fact that all users (doctors) are on the same report instead of having a report for each separately."

 

Because "user" is not financial, but a Clerical Control, aspect.

 

You want to Enable Class in the accounting preferences. You want to set up three classes: one for each of the two doctors, and one "Admin" class, typically.

 

Class = Divisional or Departmental reporting of allocated amounts.

 

Please see my attachment.

View solution in original post

6 Comments
Highlighted
Level 15

User Reports

"Last Modified By" is more of a data entry analysis for who did the work, and for the audit trail, to figure out who changed something and when and what.

 

Are you sure you didn't want Class Tracking? That is how you manage Divisional or Department reporting. P&L by Class, Balance Sheet by Class, Sales by Customer Summary, filter on one Class.

 

User Reports is more of a quality control aspect, not a financial aspect. You are not supposed to need "total by each user" because that isn't a financial perspective.

Highlighted
Level 2

User Reports

Thanks for replying.  Yes, we are wanting the transaction total for each user.  We had previously used software for a veterinary clinic and that is type of reports that we had printed off for each of our doctors that showed totals.  The report that I customized is exactly what we want except for the fact that all users (doctors) are on the same report instead of having a report for each separately. 

Highlighted
Level 15

User Reports

This is Class Tracking, not user names: "Yes, we are wanting the transaction total for each user."

 

User names is how you control Access and limited rights, such as, some people have a log in that does not allow them to Print Checks. It's not a Financial option; it is a Usage and Audit Control provision.

 

"We had previously used software for a veterinary clinic and that is type of reports that we had printed off for each of our doctors that showed totals."

 

Yes, that is Class Tracking.

 

"The report that I customized is exactly what we want except for the fact that all users (doctors) are on the same report instead of having a report for each separately."

 

Because "user" is not financial, but a Clerical Control, aspect.

 

You want to Enable Class in the accounting preferences. You want to set up three classes: one for each of the two doctors, and one "Admin" class, typically.

 

Class = Divisional or Departmental reporting of allocated amounts.

 

Please see my attachment.

View solution in original post

Highlighted
Level 2

User Reports

That did help.  Thank you!

Highlighted
Level 1

User Reports

How do you run a report by user? I believe a specific user is updating/editing data.  "Last modified by" is the field I am looking at in QB 20.0 Enterprise.  Any help is appreciated.  Otherwise, dump and sort in Excel?  Thank you

Highlighted
QuickBooks Team

User Reports

I'll share a report that has the information you are looking for, MikeyMikeE.

 

You can run the Audit Trail report, so you can see the following columns:

 

  • Entered/Last Modified which means the timestamp when the transaction was last modified.
  • Last Modified by is the column that shows the user who made some changes. 

To run the report, here's how:

 

  1. Go to Reports > Accountant & Taxes > Audit Trail.
  2. Select the Date Entered/Last Modified, and check the Last modified by column.

For more information about the Audit Trail report, you can follow these steps:

 

  1. Go to Help > QuickBooks Desktop Help.
  2. Enter Audit Trail in the search field.
  3. Under Answers in Help, click on the About the audit trail report link.

Please let me if you have any follow-up questions or other concerns. I'm here to answer them. Have a good one.

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