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When writing a report in report writer- how do I pull information from two different master tables? Right now when I do it, the first master table information that I made no longer comes up. My second question is- Is there a way to get it to export into excel where it doesn't look so messy? By messy I mean having so many merged fields, some cells minimized, some cells lengthened, there seems to be no standardized formatting to it. Thank you!

Hi Allison,

I'll need some more information. What are you trying to report on? You can't have two Master Tables for a report, but depending on what you're trying to do I might be able to recommend something.

For your second question, are you referring to exporting using the Import / Export Tool? Let me know and we'll proceed from there.

- Justin

Thanks, Justin. Would it perhaps help to speak in person? My phone number is listed under my profile. I would really like to talk this through. Thank you! Allison

Hi Allison,

We don't provide support for customization over the phone, however you do get a free 1-hour consulting session with one of our in-house customization wizards with your trial. If you'd like to take advantage of that, let me know and I'll have your account manager reach out to discuss the details with you. Otherwise, I'm happy to help in any way I can over the forums.

For your issue with exporting, if you're using the Import / Export Tool then one of us from the support team would definitely be able to help out over the phone.

Let me know.

- Justin

I think I've managed to work through the main problem I was talking about above. I have a different problem if you wouldn't mind helping me. Under the Sales Order Master Table I've dragged a few criteria from the field list into the Detail band. I can't get any information to appear from the "Desc" or "Item" items under field list. There is plenty of information stored under them in Quickbooks so I would think it should be uploaded into Method. Why isn't it showing?

Hi Allison,

Those are fields are located in the SalesOrderLine table. You would want to have the SalesOrderLine table added as a Detail Table for your report, then drag those fields into the Detail Report of your report. In Report Designer, make sure you're clicking the + icon beside the SalesOrder table in the list of fields, then find the SalesOrderLine table within that table and drag the fields from there.

- Justin

Justin,

Yes, those are the steps I'm following. The information still isn't coming up though. It's puzzling because information from other items like PO#, etc are pulling over fine.