Filtering Sales Reports

kricklewoodfarm · ‎January 21, 2020

Hello,

We are trying to run a sales by month by customer so we can track which customers may need a sales call. We do not want to see all customers as there are some that we haven't sold to for a couple of years but they are closed or no longer buying. We want the active customers and those who may be a priority. They may not have ordered recently but we want them to show up on the report. We were trying to filter using Job Type' and added 'Priority' to a couple of customers and thought they would filter only them. It didn't seem to make a difference to the report. Screen grab from the report below. Is there another way, flagging the ones we don't want to see? he other way, is Hoping there is a way.

AddieC · ‎January 21, 2020

Hi there,

I know how important it is to run your sales reports with ease. QuickBooks lets you run tons of helpful reports to give you a better evaluation of your business health. I'll explain the options available to you below.

At this time, QuickBooks doesn't have the option to filter out customers that you don't want to see on the report. I think this would be a great idea for future updates, and I'd be happy to pass on your suggestion about this to the right team of people. We're always looking for fresh new ways to improve the product.

I recommend sending your feedback to our team as well by clicking Help > Send feedback online.

If you have any other questions, please don't hesitate to reach out to our tech support team.

Cheers.

kricklewoodfarm · ‎January 21, 2020

Thanks for your reply but why does the filter not work to only see the customers I do want to see.

In this report if I choose 'Active' customers and use the Job type Filter 'Priority' it works.

If I choose 'All' customers and use the same filter Job type 'Priority' the filter does not do anything, the filter is ignored.

AddieC · ‎January 21, 2020

I see what you mean. I want to make sure this gets resolved for you, and in this case I feel as though it would be beneficial for you to reach out to our tech support team so our agents can take a look at your report with you. That way, they'll be able to see what you're seeing on your end. I'm confident they'll be able to get you back on track in no time.

Topics

Training

Community

Resources

Filtering Sales Reports