How-to Customize a Report – One Employee for All Jobs Worked
Customizing reports in QuickBooks is often a huge source of frustration for users. Here’s a great example of just how frustrating it can be. This question was submitted by a reader of our blog.
For the life of me I cannot understand why source name is a foundation for reports yet not available as a selected filter. Thank you – Sam
Source Name is only available in certain QuickBooks Reports – which I agree can be quite frustrating, to say the least.
I think that I would approach creating the report that you need, that targets one specific employee with hours worked on all jobs over a specific time period, a little differently.
- start by going to the Reports menu in QuickBooks
- choosing Jobs, Time & Mileage
- Time by Name Report
- click the Customize Report button in the upper left
- click the Filters tab
- select Name in the Filter box -> then using the Name drop-down menu -> choose Multiple Names -> then in the Select Name window, make sure that the radio button next to Manual is selected, then in the list on the right, scroll down and select (click on) just this one employee, then click the OK button
- Now back at the Modify Report: Time by Name window-> click the Display tab, change your report dates to be the period that you are looking for, click the Ok button again
The final report that is displayed should look something like the sample in the graphic below – which shows the total number of hours worked on each job by this specific employee for the date range that you selected.
If you need or want a more detailed report, try customizing the Time By Job Detail Report in the same manner as outlined above, this will give you a breakdown of hours worked by day, by service item (cost code) and you can even choose to Display the name of the Payroll item used and the billing status of the employees time.
I hope this has helped solve your report frustration, if you have additional questions or more help – please let me know.