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Thread: New User help needed

  1. #1
    Member
    Real Name
    Glen Holsather
    Join Date
    Oct 2008
    Posts
    1

    Default New User help needed

    I am building a new Qreport from QB P&L standard report. I have a few problems,
    1. my report is not refreshing when I change the report dates in QB?
    2. I want to add calculated feilds line by line in the new report for example: utilities costs time 10%.
    3. How do I create a exel spreadsheet that will be refreshed each time I open a report?

    Thank You,

    Your help is much appreciated,

    Glen Holsather

  2. #2
    Member
    Real Name
    Keith Wilhoit
    Join Date
    May 2008
    Location
    Downers Grove, IL
    Posts
    20

    Default Re: New User help needed

    Glen--here are some answers to your questions.

    1. my report is not refreshing when I change the report dates in QB?
    Your report in QReportBuilder (QRB) will not change when you change a report date in QuickBooks. When you run a report in QRB, you will be prompted and ask if you want to refresh the data from QB or just use the data from the previous report that was copied into the QRB files at that previous time.
    2. I want to add calculated feilds line by line in the new report for example: utilities costs time 10%.
    If you create a calculated field at the detail level of a QRB report, that calculated field value will show up on every line of the report.

    3. How do I create a exel spreadsheet that will be refreshed each time I open a report?
    Opening a report will not create a spreadsheet, but it is possible to create a script in QRB that will generate an Excel spreadsheet and open a QRB in succession. The Excel spreadsheet, if done properly will not have the report headers from the report, unless you would want them. You will be prompted at the time you run the Excel extract/QRB report as to whether you want to refresh the data from QB or use what was saved previously.

    If any of this does not make sense, please contact me.

    Keith Wilhoit
    keith.wilhoit@bookwood.com
    630-926-6868

  3. #3
    Moderator
    Real Name
    Alan Buchholz
    Join Date
    Oct 2000
    Location
    Delavan, Wisconsin
    Posts
    9,563

    Default Re: New User help needed

    Glen

    Per our conversation, changing a report parameter in QB does change it in QRB.

    Your calculated field statement is correct and what you are looking for is something other than a calculated field.

    We can export to excel - a couple of ways.

    Join us on the webinar on Thursday and we'll talk about how to accomplish your report.
    Al Buchholz
    Bookwood Systems, LTD
    Weekly QReportBuilder Webinars Thursday 1 pm CST

    Occam's Razor - KISS
    Normalize till it hurts - De-normalize till it works.
    Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
    When we triage a problem it is much easier to read sample systems than to read a mind.

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