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Reports: Working with Graphs

Graphs show data visually with pie charts and bar graphs. Types of graphs

Note: Go to your Reports preferences to change how QuickBooks displays your graphs.

Create a graph
  • From the Reports menu, choose the type of graph you want to create.
  • You can also open the Report Center(Reports > Report Center) and open graphs from the report list on the left side of the window.
  • You can print the graph by clicking the Print button on the graph.
Change the data you see on a graph
  • Change dates. When QuickBooks displays the graph, click the Dates button on the graph to change the dates for the graph. You can enter dates or choose a predefined date range.

    Tip: If you enter a date range much longer than a year, the graph may get too cluttered.

  • Pick different criteria. Click any button on the graph to group the data in a different way. For example, the sales graphs usually display sales by item, but you can change them to display sales by customer or by rep.
Hide data in graphs

At times, you may want to hide the largest pie slice or bar so that you can see the other portions of a graph more clearly.

  • Hide a pie slice or bar. Hold down the Shift key while you click the mouse button.
  • Redisplay what you've hidden. Recreate the graph.

Note: Hiding is not the same as filtering. When you filter data in reports, QuickBooks excludes specific amounts from the report. When you hide data in graphs, QuickBooks still includes the hidden value when it calculates the values in the graph.

See the small groups of data that may not show up
If a pie chart has more than ten data groups (for example, more than ten customers), QuickBooks displays the largest ten first. It summarizes the rest of the groups in the eleventh slice of the pie called “Other.”
To see the rest of the groups in a pie chart, click the Next Group button.
Get more detail in graphs

When the QuickZoom symbol QuickZoomappears over an item in a graph, it means that you can “zoom in” on that item to get more detail.

  • To display another graph or a report that shows more detail about the item, double-click the item.
  • To display the exact dollar amount of the item, position the magnifying glass over the item. Then hold down the mouse button.