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alect
Level 4

How do I customise a report (transaction report) to open by default collapsed by grouping )grouped by customer) as I only want to see customer totals

I have a custom report I need for government reporting. It's a transaction report grouped by customer. How do I customer it to by default open so that groupings are collapsed - I only need totals per customer not the expanded list of transactions. Or is there a shortcut to collapse all groups once I open the report?
5 Comments 5
katherinejoyceO
QuickBooks Team

How do I customise a report (transaction report) to open by default collapsed by grouping )grouped by customer) as I only want to see customer totals

Hello there, @alect

 

Thanks for asking us here in the Community. You can run the liability account summary and customize it for the customer in QuickBooks Online. 

 

Here's how:

 

  1. Go to the Accounting tab, then select Chart of Accounts.
  2. Search the liability account, then select Run report under the Action column.
  3. Select Customize and make sure that the Report period is correct.
  4. From the Filters section, select a Customer.
  5. Select Run report.

 

To save the customized report for future use, click the Save customization option. Then, go to the Custom Reports tab and find it. 

 

To learn more about utilizing the filter to personalize reports in QuickBooks Online, follow this link: Customize reports in QuickBooks Online.

 

If you need additional help, feel free to post again here. I wish you the best of success!

alect
Level 4

How do I customise a report (transaction report) to open by default collapsed by grouping )grouped by customer) as I only want to see customer totals

Thanks - but I don't think you've understood my problem.  I don't need to run a report for one customer.  I need to run the report for all customers for a period, but I don't want the report to show details expanded - I want it to default to showing collapsed group (by customer) instead of me trying to collapse every single customer manually.... every time I open the report.

IntuitSheila
Level 7

How do I customise a report (transaction report) to open by default collapsed by grouping )grouped by customer) as I only want to see customer totals

Hi alect,

 

Depending on the report you've run, it will show collapsed group to show the specific detail on the report. You can check the report list, like Transaction List by Customer and Sales by Customer Summary, and see the difference.

 

You may want to check this article to learn more about how to run and customise reports in QuickBooks Online: 

 

Don't hesitate to comment below if you need more help. Have a great day!

alect
Level 4

How do I customise a report (transaction report) to open by default collapsed by grouping )grouped by customer) as I only want to see customer totals

Thanks - but again I think you're directing me to a variety of reports rather than answering my question.  So do I understand correctly that other than in some reporting the expanded/collapsed nature of the report is baked in, a user cannot control whether any report opens expanded/collapsed?  Eg a Summary Report shows collapsed, but a List report shows expanded?  And the user cannot change the default  behaviour for that?

IntuitAika
Intuit

How do I customise a report (transaction report) to open by default collapsed by grouping )grouped by customer) as I only want to see customer totals

Hi alect,

 

Yes, you are correct. Currently, the list report like Transaction List by Customer has no option to Expand or Collapse the report like we have with summary report like Sales by Customer Summary. Please note that this option not available in all reports yet. If you prefer to generate a list report, you can click on the drop-down arrow located beside the customer name to expand or collapse the details on it. 

 

I know how handy that feature would be in QuickBooks Online. I encourage you to submit feedback so our product development team knows exactly how important this functionality is for your business. They take your suggestions into consideration when implementing new features and making improvements to existing ones. You can submit your valuable feedback by going to Gear icon and select Feedback