@Angelyn_T I was hoping there was a way to build the report in QBO, instead of using Excel magic. My client wants to be able to run the report themselves.

@MichelleBh Thank you for your help. However, the % of Income it shows you is the percent of the total income for THAT TAG;notthe percent of the company's TOTAL...

Hi there! Is there a report like "Income by Customer Summary" but for tag groups?We want a fast way to see the percent of company income for each tag.When I run...