HELP - Reports: How do I?

I want to find out how much of my sales last year were paid with credit cards.

I use two kinds of sales formats: Invoices, and Sales Receipts.

I use the "payment method" (choosing cash, check, amex, discover, mastercard, or visa), on each "sales receipt" or "customer payment" record.

Once upon a time, I though I did it this way, and it worked:

I clicked on "Reports," "Sales," "Sales by rep summary."

Changed the date to "last fiscal year."

This produced a report for all my sales and subtotals for each sales rep.

Then I chose "Modify Report," "Filters," "Payment Method," "Selected Payment Methods," which opened a window that allowed me to choose: amex, discover, mastercard, and visa.

When I click ok, the sales report comes to zero.

If I choose "all" the payment methods the report comes to zero.

I have chosen "rebuild data" and "verify data," and now those choices are grayed out.

I have QBPro 2002. Has Intuit turned off my report functions to coerce me to upgrade?

Your assistance would be deeply appreciated.

TIA

Robert

Reply to
Robert Worcester
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I want to find out how much of my sales last year were paid with credit cards.

I use two kinds of sales formats: Invoices, and Sales Receipts.

I use the "payment method" (choosing cash, check, amex, discover, mastercard, or visa), on each "sales receipt" or "customer payment" record.

Once upon a time, I though I did it this way, and it worked:

I clicked on "Reports," "Sales," "Sales by rep summary."

Changed the date to "last fiscal year."

This produced a report for all my sales and subtotals for each sales rep.

Then I chose "Modify Report," "Filters," "Payment Method," "Selected Payment Methods," which opened a window that allowed me to choose: amex, discover, mastercard, and visa.

When I click ok, the sales report comes to zero.

If I choose "all" the payment methods the report comes to zero.

I have chosen "rebuild data" and "verify data," and now those choices are grayed out.

I have QBPro 2002. Has Intuit turned off my report functions to coerce me to upgrade?

Your assistance would be deeply appreciated.

TIA

Robert

Reply to
Robert Worcester

You did something else.

As it should.

As it should.

All windows must be closed or they are grayed out.

No.

Why don't you do a advanced find on type of transaction payment and kind credit card?

Reply to
Golden California Girls

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