QuickBooks Desktop Enterprise Advanced Reporting1 Tools

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Starter Reports

Adjust any starter report to fit your business once you import it into Advanced Reporting. After you download a starter report, open Advanced Reporting and click Report List. Then click Import and open the saved starter report.

starter-report-backorder-report

Backorder Report

See all open sales orders and the items that are placed on backorder, so you can manage the sales and shipping process.

Industries: Manufacturing and Wholesale, Retail.

Instructions for building this report

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starter-report-backorder-report

Paid Invoices by Sales Rep

See which invoices each sales rep received full.

Industries: Manufacturing and Wholesale, Retail.

Instructions for building this report

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starter-report-backorder-report

Sales by City, Job Type, and Customer Dashboard

See an interactive dashboard that allows you to explore how different cities, job types, and customers are performing together.

Industries: Contractor, Professional Services.

Instructions for building this report

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starter-report-backorder-report

Sales by Item Forecasting

See an alternative to the template found in the Reports list. See what you sold in the last 30 and 31-60, your month over month growth, and your forecasted quantity for the next 30 days.

Industries: Manufacturing and Wholesale, Retail

Instructions for building this report

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starter-report-backorder-report

Sales by Item Year Over Year

See how many of each product were sold and how much revenue you generated in sales over the past 3 years.

Industries: Manufacturing and Wholesale, Retail.

Instructions for building this report

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starter-report-backorder-report

Sales Profitability by Customer Dashboard

See an interactive dashboard that shows your sales profitability by customer. You can modify this template to show profitability by sales rep, geography, customer fields, and more.

Industries: Contractor, Manufacturing and Wholesale, Retail, Professional Services.

Instructions for building this report

Download
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Tutorial Videos

Year over Year Comparison Report

Evaluate the performance of your business over time by creating a Year Over Year Comparison Report.

Navigate and Use Advanced Reporting

Learn how to customize template reports.

Dimensions and Expressions

Get an introduction into Dimensions and Expressions, the foundation of the reports you'll build in Advanced Reporting.

More videos

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Advanced Reporting FAQs

Q.
What is QuickBooks Advanced Reporting?
A.
Advanced Reporting lets you use your QuickBooks data to create interactive reports and gain better insight into your business. Read more
Q.
How can I customize a report?
A.
Open the Library from the top left corner of any report. In the library, you can double-click any list box to quickly add them to your report. Read more