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G
ghoffman
Level 1
December 30, 2020
Question

Custom Reports

  • December 30, 2020
  • 2 replies
  • 5 views

I would like to produce reports showing clients that use a Sch F with the amount of income or loss from last year.  Then repeat this process for Sch C, Sch E .

I ran the report using Forms & Schedules - Schedule F  is Yes but it did not give me near all of our farmers.

If someone would help it would be greatly appreciated.

This topic has been closed for replies.

2 replies

George4Tacks
George4Tacks
Level 15
December 30, 2020

This has been an issue for a few years. Maybe @IntuitBettyJo or @IntuitAustin can see if Lacerte is working on it and/or if it is planned to repair.

https://proconnect.intuit.com/community/customize-reports/help/creating-custom-database-reports/00/5512 shows how to create such a report with really poor results. I hope it is on the radar to fix. 

Answers are easy. Questions are hard!
    S
    snodaker
    Level 3
    December 31, 2020

    Experiencing the same issue. We need to be able to accurately search by specific data in order to fully serve our clients. Our firm would greatly appreciate a response from Intuit on this.

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