Do not use-A.3.3 Create a Custom Performance Center Report
18 steps
You must be completely logged out of your QBO account prior to opening the Advanced Sample company or it will just load your own QBO account.
1
Start in the QBO Advanced Sample company by following the link below. Note that you will need to do the "I am not a robot" step.\
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<https://qbo.intuit.com/redir/testdrive_us_advanced>
2
From the left nav bar, hover over reports and select "Performance center".
3
When prompted, type Landscaping services and select "Landscaping services".
4
Click "Save".
5
Click "+ Add new chart".
The first thing you are selecting is the metric you want to display. Craig is looking at sales so we want to choose Revenue.
6
Click "Revenue".
7
Click "Continue".
8
In the Name field, type "Top Design Revenue".
9
Click this down arrow.
10
In the Time period field, select "Last 12 months".
The group by section is the items you are comparing. In this scenario, Craig is comparing his top three customers. In other situations you may want to group by Employees, Items, Income, Customers, or, if they have been set up, Locations.
11
In the Group by field, select "Customers".
Remember the scenario: we don't want to compare all the customers, just the top three customers.
12
In the select from multiple field, select "John Melton".
13
Repeat for "Dylan Solfrank" and "Weiskopf Consulting".
Craig only wants to look at the design work he has done for these three customers, not all of the work. You will want to add a filter.