how can I run a report with the detail levels collapsed by default?

When you customise a report, how do you set it so that the rows are collapsed by default rather than expanded. I want to see sales quantities by product category only, not by sku.

Answer

Good day, Neil G.

I'm here to walk you through customizing the sales by product.

Here’s how:

  1. Click Reports from the left menu.
  2. Locate Sales by Product/Service Detail.
  3. Click Customize.
  4. On the Customize report page, click the Group by drop-down box.
  5. Select Product/Service.
  6. Click Run Report.

To save the customized report:

  1. Click Save customization at the top.
  2. Enter a Custom report name.
  3. If you want to share your customized report with other company users, select the Share with drop-down box.
  4. Click Save.
  5. You can then access it through the My Custom Reports (or Custom Reports) tab in the Reports page.

That's it. For more details about customizing reports in QuickBooks Online, click here: https://community.intuit.com/articles/1614765  to see the article for your guide.

I'll be here whenever you need further assistance. Don't hesitate to comment below.

Was this answer helpful? Yes No
Original
IntuitMaryLand , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.