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jillian5
Level 1

Reports - If I drill down on a report (P&L or BS), then I can not return to the full report. This was a function previously, but not now. Any idea how to rectify?

 
1 REPLY 1
Rasa-LilaM
QuickBooks Team

Reports - If I drill down on a report (P&L or BS), then I can not return to the full report. This was a function previously, but not now. Any idea how to rectify?

Let me welcome you first to the Community, jillian5.


I’m here to help ensure you can go back to the full report after drilling it down. The process has never been easier, and it will just take a couple of minutes.

 

Here's how:

 

  1. On the Profit and Loss Report, click any amount to view the Transaction Report page.
  2. Once it opens, go to the Transaction Report section and then tap the Back to report summary link.
    pr.pngbt.png
  3. These steps will take you to the report’s full page.

The following procedure also applies to the Balance Sheet Report.

 

Let me share the Customise reports in QuickBooks Online article. It outlines the instructions on how to tailor a report using the Filter, General, Rows/Columns, and Header/Footer sections.  


Keep me posted if you need further assistance while working in QBO. I’ll be right here to help and make sure you’re taken care of. Enjoy the rest of the day.

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