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communityoil
Level 5

How can I change the settings of a custom report?

Selecting Edit only reveals the title of the report, not the settings
4 REPLIES 4
TaliaI
QuickBooks Team

How can I change the settings of a custom report?

Hello communityoil,

 

If you are wanting to change the customisation of the report, you will need to click into the report, select Customise and once changed select Save customisation. Save this as the same name of the original customisation - this will then overwrite the previous settings.

 

Thanks,

Talia

communityoil
Level 5

How can I change the settings of a custom report?

Talia,

Many thanks. Now I'm in the right area.  However, I now find that I cannot select invoice dates rather than due dates.  I'm just trying to list all invoices dated 1st-31st July.  Each time  I try to choose a date it ticks the Due Date box.  Please advise.

GeorgiaC
QuickBooks Team

How can I change the settings of a custom report?

Hey communityoil, 

 

Can I check the name of the report you are customising to help further?

communityoil
Level 5

How can I change the settings of a custom report?

GeorgiaC,

Thanks, I've just found another way of doing what I want. Thanks for your trouble.

 

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