What Does the Detail Level Filter Do?

When running a report in QuickBooks, the output is controlled by the Filters set for that report.

The Detail Level is one such filter.

It has 3 possible settings:

  • All
  • Summary only
  • All except summary

Many transactions in QuickBooks can have multiple line items.  For example, a customer invoice may consist of 2 separate line items of $50 each that total $100.

With the Detail Level filter set to All, a QuickBooks report would show both the individual line items andthe total.  In the above example, that’s the 2 line items of $50 each and the transaction total of $100.

With the Detail Level filter set to Summary only, a QuickBooks report would show only the transaction total.  In the above example, that’s $100.

With the Detail Level filter set to All except summary, a QuickBooks report would show only the detail lines and exclude the transaction total.  In the above example, that’s the 2 line items of $50 each.

The function of the Detail Level report filter is summarized in this Intuit knowledgebase article.

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Comments

  1. can I see ‘discounts’ on a customer’s quick balance report? or any customer report at all?

  2. how do i access the Detail level option a General Ledger Report?