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Customize your reports using the new Modern view

by Intuit• Updated 2 days ago

We’re introducing the modern report view to give you a more updated, customizable experience. This new view is designed to handle large data sets with ease and provides advanced customization options that aren't available in the "classic" view. Customization includes creating custom reports, organizing columns, filtering items, grouping by item, and pivot tables.

We recommend switching to the modern view to track your business performance more accurately and efficiently.

Modern view customization is available for the following Intuit products:

QuickBooks Online Advanced

Important: retirement of the classic report view

To focus on providing this improved experience, the classic reports view is scheduled to be removed from QuickBooks Online in 2026.

We're committed to making this transition as smooth as possible and will send you an official notice at least 60 calendar days before this change takes effect.

Create a new report

Create, configure, and name a new report:

Go to Reports and select Custom reports (Take me there).
Select Create new report.
Select the report type and then select Create.
Note: If you select a blank report, you'll see the following options:
- Start by report creation wizard: This lets you search for the specific report type.
- Start by adding data columns: This lets you manually add, remove, and drag the columns to reorder.
Select the report name to edit the name of the report.

Organize your report columns

You can customize your report's layout by adding, removing, or reordering columns:

To adjust the column order:

Open the report.
Select Customize.
Select Columns ▼ dropdown.
Select the Reorder tab.
Drag and drop the column names into their new order.
Select Apply changes to apply the changes.

To Add or Remove Columns:

Select the More Columns tab.
Note: Some fields may be greyed out and can't be removed.
- To add: Select the checkbox for the field you want to add.
- To remove: Uncheck the checkbox for the field you want to remove.
Select Apply changes to apply the changes.
To save a new report, select Save As. Enter the new report name in Report name, then select Save.

Filter your report

You can apply filters to narrow down the results and focus on specific data:

Select Customize.
Go to the Filter section.
Select or enter the type of data to filter from the Filter by ▼ dropdown.
Select the Condition and Value from the ▼ dropdowns.
Select Apply changes to apply the changes.

Add more rules (optional):

Select + Add condition to add another rule to the same filter.
Select + Add another filter to create a separate, new filter.

Group items in your report

Use grouping to categorize your data and make it easier to analyze.

Select Customize.
Select the Groups ▼ dropdown.
From the Group by ▼ dropdown, select the column(s) you want to categorize your line items by.
Select Apply changes to apply the changes.

Some optional actions:

Add Group Calculations: To add totals, averages, or percentages for numeric groups, select Edit group calculations ▼ dropdown.

Use pivot tables in your report

Use a pivot table to summarize, cross-tabulate, and analyze your report data.

Select Customize.
Select Pivot ▼ dropdown to open the pivot table builder.
From the Rows and Columns ▼ dropdown, select the fields by which you want to categorize your data.
From the Values ▼ dropdown, select the numeric fields you want to measure or summarize.
Select the Show totals checkbox to view the sum for each row and column.
Select Apply changes to apply the changes.

Use General options

General options help you make additional customizations to your report's layout and data display:

With the General options, you can change things like the number format and header/footer fields and alignment. We’ll show you how to use these options to craft detailed reports.

Number format ▼ dropdown changes how numbers appear:
- Show numbers in thousands.
- Round amounts to the nearest whole currency.
- Choose whether to display zero amounts.
Data tab: Turn on or off Show entity names in the columns.
Header or Footer ▼ dropdown allows the header and footer to be customized:
- Select or uncheck the checkboxes for items you want to add or remove.
  Tip: Select Visual tab to see the options.
Row settings and Column settings ▼ dropdown allows you to adjust column settings.
Tip: Select Visual tab to see the options.

Tip: Set your report period and select your custom date.

Visualize a reports chart

Use the chart view to visualize the data from your custom reports.

Prerequisites

You must have an existing custom report.

Go to Reports and select Custom reports (Take me there).
Select the report name to open it.
Select the chart icon to toggle on the chart view.

Configure Your Chart

Once the chart view is open, you can customize it:

Select Customize.
Select the Chart Type.
Select the data for the Horizontal (X) axis ▼ dropdown.
Select the data for the Vertical (Y) axis ▼ dropdown.
Select Apply changes.

Additional option: Select a value from the Split by ▼ dropdown to further segment your data (for example, split a "Sales" bar by "Region").

Schedule and email a report

Set a customized schedule to have a report emailed to you:

Go to Reports and select Custom reports (Take me there).
Identify and select the report to set a schedule for.
Select the more icon and select Schedule report.
Enter a Workflow name for the new schedule.
Set the email recurrence and the time of day you want the report to be sent.
Enter the recipient's email information and status as a recipient (for example, To, Cc, Bcc).
Enter your custom Subject and Message for the email.
Select Save and turn on to activate the schedule.

Review a report's schedules

You can review the schedule and settings of your reports:

Go to Reports and select Custom reports (Take me there).
Find the report you want to review in the list.
Select the ▼ dropdown in the Action column, then select View all schedules ▼ dropdown.
Select the workflow name that you have created.

Review our support article to update an existing schedule.