Customize your reports with a modern view

Customize your reports with a modern view in QuickBooks Online Advanced.

With QuickBooks Online Advanced, you can create and personalize reports using the Custom Report Builder to track your business performance accurately.

What's Modern View?

Modern view is a revamped reporting experience for standard and custom reports. It offers faster, simpler tools and advanced features like new report types, an Excel integration, and enhanced security.

Key reporting tools are easier to access. Here’s a list of location updates for these tools:

• Cash vs Accrual: A toggle for your preferred accounting method.
• Header dropdowns: Display columns by and Compare to are now accessible directly in the header.
• Customization: Located in a dedicated section to streamline your workflow.
• Page-level scroll: Hover your mouse in the white space to the left or right of a report to scroll through the page.

In the Reports centre, if you see the modern view icon in a report title, you can view and edit it using this experience.

Customize reports in the app

Create your custom report

Use the report creation wizard or start with data columns to build your report.

1. Follow this link to complete the steps in product
2. Select Create new report and the report type, 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.
3. To edit the name, select the report name twice.

Customize and organize data

Tailor the layout of your report to see the most relevant business data.

Organize columns

1. Follow this link to complete the steps in product
2. Open your report, select Customize, then select Columns.
3. Use the Reorder tab to drag columns into your preferred order.
4. Use the More Columns tab to check or uncheck data fields.
   Note: You can also turn on Banded rows in Visual tab to improve readability by alternating row colours.
5. Select Save As or Save. This lets you edit your report any time in the Report name field.
   • Select Save to save the report.

Filter items in your report

Filters allow you to show only the specific items you want to see.

1. Follow this link to complete the steps in product
2. Open your report and select Customize.
3. Use the Filters ▼ dropdown.
4. Select a data type from the ▼ dropdown and select the operation.
5. Select from the provided values and add another filter or condition if needed.

Tip: You can also add a condition or add another filter. To do this, select + Add condition or + Add another filter.

Group by items in your report

Find your report data easier. You can expand or collapse it to view the details in each group.

1. To categorize items, go to the Groups ▼ dropdown, then select an option from the Group by ▼ dropdown. You can select up to 3 columns.
2. Use the Edit group calculations ▼ dropdown to calculate totals, averages, or percentages for numeric groups.

Note: Use Calculated fields to add custom data directly to your reports.

Pivot your report

Summarize and total your report data. Here’s how.

1. Follow this link to complete the steps in product
2. Open your report and select Customize.
3. Use the Pivot ▼ dropdown. With modern view, You can pivot your data with one click.
4. Categorize fields in Rows and Columns, then select Values* to summarize.
5. Select the Show totals checkbox to view row and column totals.

Use General options

Use Customize or General options to update the report accounting method and visual style.

• Number format ▼ dropdown — shows the numbers in thousands, cents, and displays zero amounts or currency symbols in your report. You can also choose to show decimals up to 3 places, or round to the nearest whole number.
• Header or Footer ▼ dropdown — lets you select or uncheck the checkbox you want to add or remove.
• Data tab — lets you turn on Show entity names in the columns.
• Row settings and Column settings ▼ dropdowns — lets you select a banded row colour, or a colour for selected columns on your report. Tip: Select Visual tab to see the options.
• Gridlines ▼ dropdown — lets you select borders for your report, such as vertical and horizontal borders. Tip: Select Visual tab to see the option.

Tip: Set your report period and select your custom date. You can also refresh your data with this icon to update.

Use View options

Compact | 100 % dropdown — lets you select a view style which affects text size, spacing, and font. You can also expand or collapse all of your report data here.

Visualize data with charts

Create custom charts to get a visual representation of your business performance.

1. Follow this link to complete the steps in product
2. Select a report name, then select the chart view icon.
3. Select the Chart Type.
4. Use the dropdown ▼ to set the Horizontal (X) axis and Vertical (Y) axis.
5. Select a value in the Split by ▼ dropdown.
6. Select Save.

Schedule and email reports

1. Follow this link to complete the steps in product
2. Select the report name to open it.
3. Select the icon, then select Schedule report.
   Note: If you don’t see this option, repeat Step 1, select the ▼ dropdown in the Action column, then select Create a schedule.
4. Enter your Workflow name.
5. Set the email recurrence, subject line, and message.
6. Select Save and turn on.
7. To see your schedules, go to the Action column in your Custom reports list and select View all schedules ▼ dropdown, then select Schedule and send a report.

Related links

• Create and edit custom fields
• Choose between cash and accrual accounting methods
• Create charts to see your business performance
• View and edit management reports
• Use workflows to automate your business processes