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HeatherM3
October 19, 2023
Question

Custom Reports

  • October 19, 2023
  • 1 reply
  • 0 views

After customizing a report, is there a way to tell which report it is?  

    1 reply

    G
    GenmarieMQuickBooks Team
    QuickBooks Team
    October 19, 2023

    Welcome to the Community, @HeatherM3. 

     

    Let me share some insights about customizing reports in QuickBooks Online. 

     

    Every time you customize a specific report, you need to save it for you to find it in the Custom Reports tab. The Custom Reports tab is where you can find your previous customized reports. If you saved your customized report, it can be found in the Custom Report tab. 

     

    Here's how you can find it:

     

    1. Go to Reports.
    2. Click the Custom Reports tab.
    3. Select your customized report, you can edit it, set a schedule, and add it to the management.

     

    Furthermore, you can check this article as your guide in exporting reports: Export your Reports to Excel from QuickBooks Online.

     

    Let me know if you have more questions about reports and other QuickBooks-related concerns. I'll be here to lend a helping hand. Have a good one!

     

     

     

     

    H
    HeatherM3Author
    October 21, 2023

    Thank you for the information on the custom reports.  What I'm looking for is once a report is modified, can you tell what the original report was?

      G
      GebelAlainaMQuickBooks Team
      QuickBooks Team
      October 21, 2023

      Thanks for your prompt reply, @HeatherM3. We're here to share information about your concern, knowing the original report once it's modified in QuickBooks Online (QBO).

       

      We understand the importance of having the option to know the original report once it's customized. However, it is currently unavailable. With that, we recommend sending feedback to our Product Development Team to study this feature and may add this to future enhancements. 

       

      Please know that all recommendations and opinions from our valued customers are greatly appreciated. 

       

      Here's how:

       

      1. Go to the Gear icon.
      2. Choose Feedback.
      3. Enter your comments or product suggestions.
      4. Then, click Next to submit feedback.

       

      You can visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback.

       

      We're leaving these articles for more details about managing reports in QuickBooks:

       

       

      Keep us posted if you need more help navigating your account. We'll be here for you. Keep safe, @HeatherM3!

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