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Level 1
June 15, 2019
Question

Is it possible in customising reports to toggle between Detailed and Summary report? My customised Sales by product report assumes I want detail?

  • June 15, 2019
  • 1 reply
  • 3 views
Able to produce a customised Sales by product report but would like to see it also as a Summary report of the same data.  Possible to toggle between the two as in QB desktop?

1 reply

IamjuViel
Level 8
June 15, 2019

Hello there, @communityoil.

 

Whether you're using QuickBooks Online(QBO) or QuickBooks Desktop(QBDT), you can always customize your Sales by Item Summary report and display the Item Details.

 

For comparison purposes, you can view both reports using two separate windows in QBDT. While, this isn't available in QBO, you need not to worry. You can pull up a separate browser window or tab and open each report on it. Please refer to the screenshots below for visual references:

 

 

Also, you may download each report as an Excel file and print it.

 

 I've attached some articles below for additional insights:

Always feel free to swing by here in the Community if you have other questions. I'm just a few posts away.