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Save a customised report in Quickbooks Online

by Intuit•1• Updated about 5 hours ago

Learn how to save a customised report in QuickBooks Online.

Save a customised report in a group and share it with other users. This helps improve data accessibility and makes collaboration easier.

Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.

Save a customised report

You can choose your preferred settings when you save a customised report. Here's how.

  1. Go to Reports, and select Standard.
  2. Select the report you want to make changes to.
  3. After you've made the changes you want to the report, select Save As.
  4. In the Report name field, enter a descriptive name for the report.
  5. Switch on Share with others, to make it visible to others who can access the report.
    Tip: Other users will see the report you shared in their Custom reports tab. But new users you invite to the company won't see it. Only current users will have access to it.
  6. Select Add to group ▼ dropdown, then select the group you want to add this report to.
    Note: You can group and organise reports in your Custom reports list if you use QuickBooks Online Essentials or Plus.
  7. Once your desired options are set, select Save.

Note: If you edit a custom report, save it again to keep the changes.

  1. Go to Reports (Take me there), and select Custom reports.
  2. Find the desired customised report or group of reports.
  3. Select the More actions column ▼ dropdown menu, then select either Edit, Export As PDF, Export to Excel, or Delete.

If you want to email more than one report at once, you can group the reports. Once the reports are in the same group, you can send them by email on a recurring schedule.

Important: This feature isn't available on QuickBooks Online Simple Start.

  1. Go to Reports, then select Custom reports.
  2. Find the report from the group you wish to schedule, then select the report to run.
  3. Select More actions ▼ dropdown, then select the following options:
    • Select Schedule report.
      1. In Create workflow, fill out the form, then select Save or Save and turn on.
    • Select  Email report.
      1. Fill out the form and select Send Email.

Note: If the report belongs to a group, it'll follow the group's schedule. If you don't want to send a report that's in a group, remove it from the group first.

Here's how to remove a customised report from a group:

Important: This feature isn't available on QuickBooks Online Simple Start.

  1. Go to Reports, then select Custom reports.
  2. Select the Action ▼ dropdown next to your preferred report, then select Change group.
  3. Select the link Remove from group, then select Done.
QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

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