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Intuit

How to customize reports

Learn how to customize reports to fit your business needs.

Create a customized report

Note:This information does not apply to payroll reports.

  1. From the left menu, select Reports.
  2. Choose a report you wish to customize.
  3. Select the three dots icon, then select Customize.
  4. Change the settings in the Customize Report window.
  5. Select Run Report.

Save, share, and access a customized report

  1. Select Save customization at the top.
  2. Enter a Custom report name.
  3. If you want to share your customized report with other company users, select the Share with drop-down and choose All.
  4. Select Save.
  5. Go to Reports > Custom Reports to access the report.
Note: Master Admin can’t view unshared reports created by a non-MA user

Print and export customized reports

Print

Adjust margins, page orientation, and headers and footers in your Internet browser settings.

Resize column width

Column widths on the report depends on how many columns you choose to display on your reports. If the column width seems too small, select and drag the column dividers at the top to adjust.

Export reports to Excel

You can’t change the font, color, or other aspects of the visual appearance of a report directly in QuickBooks Online.

Tip: If you need to make additional customization, you can export the report to Excel and make your changes there.

Do more with your reports

Use this guide to get the most out of your customized reports.