Account Full Name defaulting on reports
released
S
Staci Callaghan
Most annoying thing in the new reports is the default addition of the Full Account Name in a transaction detail report that you can't get rid of without losing all data on the report. This creates such a long width that you can never see the line totals. Then you have to shrink them down to see anything on the screen. To go to PDF, you now have to drop to excel to get rid of the extraneous columns and then print to pdf. When creating custom reports for my clients to add to a Management Report package, this creates huge issues. I end up having to leave the report separate of the packet so I can make the Excel cleanup before PDF. On some reports, in the column list there are actually 2 showings of Account Full Name... one can be removed the other cannot... the default one cannot
Autopilot
Merged in a post:
Display Customer Name on EVERY Report in the Customer Column EVERY time
M
Mindy Krantz
The Customer Name/Received From Name does not appear on reports when there is more than one line in the transaction, and I have been told by QB Support that this is be design and the names will only show in this case IF there is an associated Invoice/Payment/Sales Receipt.
Subhanan Sahoo
updated the status to
released
Subhanan Sahoo
Staci Callaghan We have fixed this issue on the Modern reports. You can now remove columns without breaking the report. Could you please try again and let us know if this issue persists.
The status was updated to
under review