Learn how to create custom reports in QuickBooks Online using modern view. The steps may vary depending on your QuickBooks subscription.
| Important: Starting soon, we will slowly roll out the new and improved reporting experience called Modern View reports. If you see this  in your report title, you can use the new report experience (modern view).Some reports already have the option to try the new experience, but we will gradually move all of our Classic reports to Modern View reports throughout the year until July 2024. This means that you will no longer be able to switch between the two views. To learn more about this change, see Frequently asked questions. |
Select the appropriate heading based on your subscription for the complete steps.
Customise reports in QuickBooks Online Advanced
Create a custom report
Create a report using a wizard or from scratch. If you haven’t yet, sign in to QuickBooks Online as an administrator.
- Go to Reports (Take me there) and select + Create new report.
- Select the report type, then select Create.
- Select the pencil icon
, then enter/edit the name of your report.
| Customisation Options (steps may vary based on report type) | What you can do |
| Date range dropdown▼ | Select the date coverage of your generated data. |
| Pivot | Select Pivot to summarise and total your report data. Here’s how: 1. Select which fields to categorise in the rows and columns, then select which value field you want to summarise. 2. Select Show totals to add a totals row or column. 3. Once you've selected Rows, Columns, and Values, the report view displays as a pivot table. Switch off Show Pivot Table to return to the original view. |
| Group | Select Group to categorise line items by any column. You can select up to 3 columns to group data. Select Edit group calculations ▼ to calculate totals, averages, or percentages for numeric groups. Tip: When a report is grouped, select expand ▼ to view the details inside that group. When you select a column to group by hierarchy, it automatically becomes the first column on the report. You won’t be able to hide this column. When you select a hierarchical group, you can’t use any other groups to customise your report. |
| Filter | Select Filter to view only certain entries. Select what you want to filter by, select the operation, then select from the provided values. Tip: You can apply multiple filters on multiple lines using And / Or. Choose from one of several columns from the Columns panel and it will also be available under filters. |
| General options | Change things like the accounting method, number format, or the header/footer fields to be included or the alignment. Select Accounting method to see the difference another accounting method will make in your reporting. You can customise an individual report to use a different accounting method and compare the results. Select Number format to to divide the number by 1,000 or exclude zero amounts, or round amounts to the nearest whole currency in the report. You can also choose how to show negative numbers. Select Header/Footer to decide what appears in the report header and footer. You can also change the header and footer alignment too. |
| Columns | 1. Select Columns, look for a topic you want to report on, then select it to reveal the available fields. 2. Select any field you want to view in the report. Note: Some fields may not work in a report together. When you select a field, non-compatible fields will be unavailable. If you use custom fields, they appear in this list. 3. To change the order in which selected fields appear, select Reorder, then select and drag the listed fields in the order you want. Check or uncheck boxes next to column names to include or exclude them from your report. |
- Select Save As to save your report. You can edit the report at any time.
Tip: Select the Export/Print dropdown ▼, then select Export to Excel, and follow the steps to export your data to a spreadsheet to store and access it in the future.
The customisation options 
toward the top of the report allow you to:
- expand or collapse all groups on the report.
- alter the density of data on the report from compact to normal.
Refresh data on the report by selecting the refresh icon 
. Report data also updates whenever you customise so you don’t need to Run report.
To get even more space for your reports, select the ∧ icon to collapse the top header.
View your custom reports
If you haven’t yet, sign in to QuickBooks Online as an administrator.
- Go to Reports (Take me there) and select the Custom reports tab.
- Select the report name to open it.
Tip: If you want to view any transaction in your report, select any field in the report row to open the transaction.
Visualise your report
Visualise your report with a chart view to create presentation-ready charts of your report data.
- Open your custom report.
- Select Chart View.
- Select a Chart Type to see how you want to visualise your data.
- Adjust which field displays on the Horizontal (X) axis and the Vertical (Y) axis by selecting an option in the dropdowns.
- From the Split by dropdown ▼, select an appropriate value, if needed.
- Select Save.
Add a chart report to Management reports
You can add chart reports to Management reports to show visualised data:
- While viewing your report in Chart View, go to More actions
and select Add to Management reports. - Select either Create a new management report or Add to an existing management report.
- Either enter the name of the new management report, or select an existing management report.
- Select Add.
Add a chart report to your Performance centre
Here is how you can add your customised chart report to your Performance centre as a widget:
- While viewing your report in Chart View, go to More actions and select Add to Performance centre.
- A push notification shows that your report was successfully added. To view the widget, select "Click here to view" in the notification.
Schedule an emailed report
Here's how to schedule custom reports:
- Choose one of the following starting points:
- From the Standard or Custom reports tab, select more options next to any report that is available in the New Enhanced Experience. Then, select Create a schedule.
- Open a report that is available in the New Enhanced Experience, select More actions ▼, then Schedule report.
- From the Standard or Custom reports tab, select more options
- Enter a Workflow name.
- Select a start date, then choose how often you want the report to be sent.
Ex: If you want the report sent every other Monday, enter 2, select Week, then select Mo. - Enter the email address you want to send the report to.
- Fill out a desired Subject and Message.
- Select Save and turn on.
To view the schedule, go to Custom reports, select View all schedules from the Action ▼ dropdown for the relevant report, then select the schedule.
Note: If you need to turn off the scheduled report or update the frequency, go to Settings 
, then select Manage workflows. Here’s how you can learn more about how to create and manage workflows.
Customise reports in QuickBooks Online Plus, Essentials, and Simple Start
| Customisation Options (steps may vary based on report type) | What you can do |
| Date range dropdown▼ | Select the date coverage of your generated data. |
| Group | Select Group to categorise line items by any column. You can select up to 3 columns to group data. Select Edit group calculations ▼ to calculate totals, averages, or percentages for numeric groups. Tip: When a report is grouped, select expand ▼ to view the details inside that group. When you select a column to group by hierarchy, it automatically becomes the first column on the report. You won’t be able to hide this column. When you select a hierarchical group, you can’t use any other groups to customise your report. |
| Filter | Select Filter to view only certain entries. Select what you want to filter by, select the operation, then select from the provided values. Tip: You can apply multiple filters on multiple lines using And / Or. Choose from one of several columns from the Columns panel and it will also be available under filters. |
| General options | Change things like the accounting method, number format, or the header/footer fields to be included or the alignment. Select Accounting method to see the difference another accounting method will make in your reporting. You can customise an individual report to use a different accounting method and compare the results. Select Number format to to divide the number by 1,000 or exclude zero amounts, or round amounts to the nearest whole currency in the report. You can also choose how to show negative numbers. Select Header/Footer to decide what appears in the report header and footer. You can also change the header and footer alignment too. |
| Columns | 1. Select Columns, look for a topic you want to report on, then select it to reveal the available fields. 2. Select any field you want to view in the report. Note: Some fields may not work in a report together. When you select a field, non-compatible fields will be unavailable. If you use custom fields, they appear in this list. 3. To change the order in which selected fields appear, select Reorder, then select and drag the listed fields in the order you want. Check or uncheck boxes next to column names to include or exclude them from your report. |
Select Save As to save your report. You can edit the report at any time.
Tip: Select the Export/Print dropdown ▼, then select Export to Excel, and follow the steps to export your data to a spreadsheet to store and access it in the future.
The customisation options toward the top of the report allow you to:
- expand or collapse all groups on the report.
- alter the density of data on the report from compact to normal.
Refresh data on the report by selecting the refresh icon . Report data also updates whenever you customise so you don’t need to Run report.
To get even more space for your reports, select the ∧ icon to collapse the top header.
View your custom reports
If you haven’t yet, sign in to QuickBooks Online as an administrator.
- Go to Reports (Take me there) and select the Custom reports tab.
- Select the report name to open it.
Tip: If you want to view any transaction in your report, select any field in the report row to open the transaction.
Schedule an emailed report
Here's how to schedule custom reports:
- Choose one of the following starting points:
- From the Standard or Custom reports tab, select more options next to any report that is available in the New Enhanced Experience. Then, select Create a schedule.
- Open a report that is available in the New Enhanced Experience, select More actions ▼, then Schedule report.
- From the Standard or Custom reports tab, select more options
- Enter a Workflow name.
- Select a start date, then choose how often you want the report to be sent.
Ex: If you want the report sent every other Monday, enter 2, select Week, then select Mo. - Enter the email address you want to send the report to.
- Fill out a desired Subject and Message.
- Select Save and turn on.
To view or disable the schedule, go to Custom reports, select View all schedules from the Action ▼ dropdown for the relevant report, then select the schedule.