Pivot Reports

All summary reports are automatically configured as pivot tables. What this means is that with a simple click and drag it is possible to move the data to anywhere on the report. A perfect example is to start with the Profit and Loss by Job report which can be wide and cumbersome in QuickBooks alone. With XpandedReports, drag the Customer:Job as the row; the account type as the columns and the result is a more manageable report.

Do not fear, easy pivot reports are here! With the click of a button it is easy to turn a detail report into a summary report, on your terms. No complicated Excel knowledge needed.

Even adding data is easy. Click on Modify Report, on the Display tab place a check mark in front of the data you wish to include and click OK. This information will be available on the Field List to be included in the report.

In addition to including data, the Field List also includes the dates already detailed for you.

For additional information, please visit our extensive documentation on pivot reports.