When you create a report, it may show more information than you
need. For example, a sales by customer report initially shows your
sales to all customers for the current month. This would be too
much information if all you wanted was to see this month's
sales to one of your customers.
Filters let you change the scope of a report. When you apply a
filter to a report, you choose how you want QuickBooks to restrict
the report; for example, to certain customers. QuickBooks then
excludes from the report any transactions that don't meet your
You can apply filters either one at a time or in combination
with each other. Each additional filter you apply further restricts
the content of the report.
Normally, you would use the Date filter by itself to show last
year's sales in a sales report. But to show last year's
sales to a particular customer, you must use the Date filter along
with the Name filter. Each additional filter further restricts the
scope of the report.
QuickBooks provides many different types of filters for reports.
The ones you'll probably want to use most often are: Account,
Amount, Date, Item (for the goods or services you sell), Memo (for
your memo notes on transactions), Name (for customer, job, vendor,
or employee names), Number (for transaction numbers like check
numbers), and Type (for specific types of transactions like bills
You can also use the Centers to get a filtered list of transactions.
For example, another way to find last year's sales to a particular customer is to
select that customer in the Customer Center, choose All Sales Transactions from the
Show drop-down list above the transactions, and then choose Last Fiscal Year from the
Date drop-down list.
Common uses of report filters