When filtering reports, there are several features of XpandedReports which will be explained here.
[QB] Filters
The best way to filter a report is to use the data fields listed at the top that have a [QB] after them. This will limit the data that is extracted from QuickBooks, thereby improving performance. All other filters will be applied after the data is extracted from QuickBooks and prior to generating the report.
When a modifying a report, there are several pieces of data which have a check mark next to the name. These indicate that the data is included on the Display Tab from when report that has been generated in the past.
What is included on the report
The Display Tab control the data that will be extracted from QuickBooks for the specific report. The volume of data can be reduced by using the Filters Tab.
Here is an example of what is included on the Display tab:
And here is the related "gray" check mark on the Filter tab. Note that when editing an existing report this is a way to easily know what data has been extracted already and changes to this specific filter will not require that the data be refreshed from QuickBooks (i.e. it will not access the SDK so there will not be any delay to view the edited report).
If additional data points have been marked on the display tab, the check mark will not be updated on the Filters tab until a subsequent edit (because the data will need to be refreshed from QuickBooks the first time after the data is added to the report).
There are two ways to exclude zero amounts from the report. Typically the best way is to filter for the column of data as not equal to zero.
The other option is to use the filter on the column on the report itself. The reason that this option is usually not preferred is because it will result in the subtotal lines being removed from the report.
[QB] Filters
The best way to filter a report is to use the data fields listed at the top that have a [QB] after them. This will limit the data that is extracted from QuickBooks, thereby improving performance. All other filters will be applied after the data is extracted from QuickBooks and prior to generating the report.
Checkbox on Filter Tab
When a modifying a report, there are several pieces of data which have a check mark next to the name. These indicate that the data is included on the Display Tab from when report that has been generated in the past.
What is included on the report
The Display Tab control the data that will be extracted from QuickBooks for the specific report. The volume of data can be reduced by using the Filters Tab.Here is an example of what is included on the Display tab:
And here is the related "gray" check mark on the Filter tab. Note that when editing an existing report this is a way to easily know what data has been extracted already and changes to this specific filter will not require that the data be refreshed from QuickBooks (i.e. it will not access the SDK so there will not be any delay to view the edited report).
If additional data points have been marked on the display tab, the check mark will not be updated on the Filters tab until a subsequent edit (because the data will need to be refreshed from QuickBooks the first time after the data is added to the report).
Filtering for Text-type Data
Here is an example for Text type data in QuickBooks.
XpandedReports has additional choices to designate where the data is in the text field, or what is to be excluded from the data on the report.
Filtering for Numeric Data
The QuickBooks filter for amounts is displayed below.
XpandedReports has more choices, including the ability to filter the report based on a range of values.
Excluding zero amounts
There are two ways to exclude zero amounts from the report. Typically the best way is to filter for the column of data as not equal to zero.
The other option is to use the filter on the column on the report itself. The reason that this option is usually not preferred is because it will result in the subtotal lines being removed from the report.
Excluding Time Data from Cost Reports
Some employee time entries are not associated with wage rates or cost
rates. You can omit these time entries from time tracking reports by
unchecking the box labeled, “Use time data to create paychecks”.
