The QuickBooks 2012 Report Window Boxes

By Stephen L. Nelson

The Report window in QuickBooks 2012 provides five boxes: Dates, From, To, Columns, and Sort By. These boxes also enable you to control the information shown in the Report window and the appearance of the information.

QuickBooks 2012 Reports window Dates, From, and To boxes

The Dates, From, and To boxes, for example, let you tell QuickBooks what reporting interval you want to show in the report. In other words, you use these boxes to tell QuickBooks for what month, quarter, year, or whatever that you want the report prepared.

QuickBooks 2012 Reports window Columns box

The Columns drop-down list displays a set of column choices. Initially, QuickBooks displays a single total column for a report. However, if you produce, for example, a report that summarizes annual income and expense data, you can use the Columns drop-down list to tell QuickBooks that you want to see monthly columns.

In this situation, QuickBooks shows an annual income statement, but it also shows columns for January, February, March, and so forth. To see how this works, take a look at this figure. The profit and loss statement in the window is composed of only a Total column.

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Now take a look at the next figure; it shows the same profit and loss statement, except this time, the Columns box shows Customer:Job. In this case, QuickBooks shows you a breakdown of your income and expenses by Customer and Job, as well as the total.

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The Columns drop-down list gives you a bunch of different column options. Typically, some make sense for the report that you’re working on; others won’t. Nevertheless, you should occasionally experiment with this tool. The Columns box often gives you a neat way to further segregate and refine your data.

QuickBooks 2012 Reports window Sort By box

The Sort By drop-down list enables you to choose how information should be ordered on a report. For many types of reports, the Sort By drop-down list doesn’t provide any meaningful options. For some types of reports, however, the Sort By drop-down list provides handy ways to organize report information.