How can you customize a report to display data grouped by Product/Service and by Month?

• A. In Customize Report, add a filter for Product/Service (Item), and set Group by to Month.
• B. Add a second column for Month and filter by Product/Service.
• C. Change the report type to a Monthly Summary only.
• D. Export the report and apply a filter in Excel.

Answer: (A)

The idea is to control both what data you see and how it’s aggregated. In the Customize Report settings, using a filter for Product/Service (Item) narrows the report to the specific item(s) you care about. Then choosing Group by Month tells QuickBooks to sum the data by each month. Together, you get monthly totals for the selected product or service, which is how you display data grouped by both dimensions in practice.

Adding a second Month column doesn’t create a true grouping, and changing the report type or exporting to Excel moves you away from the built-in grouping behavior.