How do I change the setting on the Custom Reports dashboard so that only the category headers are displayed instead on the complete lineup of reports?

rodbowling1 · ‎July 30, 2020

I would like for the arrow in front of each header to appear when first opening Reports. I can then click the arrow to see all of the sub-reports in that Group. Right now, all of my memorized reports are displayed which means I have to page down a bunch to see the ones at the bottom of the list.

Mark_R · ‎July 30, 2020

Hi there, @rodbowling1.

At this time, we don't have the option to modify the Custom Reports dashboard to hide all the sub-reports and show only the headers.

I can see how neat the Custom Reports dashboard would be if the sub-reports didn't show when you open it. However, QuickBooks is designed to show all of your memorized reports from the Custom Reports dashboard.

To learn more about memorizing reports, feel free to check out this article: Memorize reports in QuickBooks Online.

Just in case you want to set a schedule for a memorized report, here's an article you can read for more details: Set schedule and email information for a memorized report.

Please know that we're always here to hear if you have additional questions with Custom Reports. You're welcome to post again or leave a reply below. Have a great day and take care always.

View solution in original post

Mark_R · ‎July 30, 2020

Hi there, @rodbowling1.

At this time, we don't have the option to modify the Custom Reports dashboard to hide all the sub-reports and show only the headers.

I can see how neat the Custom Reports dashboard would be if the sub-reports didn't show when you open it. However, QuickBooks is designed to show all of your memorized reports from the Custom Reports dashboard.

To learn more about memorizing reports, feel free to check out this article: Memorize reports in QuickBooks Online.

Just in case you want to set a schedule for a memorized report, here's an article you can read for more details: Set schedule and email information for a memorized report.

Please know that we're always here to hear if you have additional questions with Custom Reports. You're welcome to post again or leave a reply below. Have a great day and take care always.

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How do I change the setting on the Custom Reports dashboard so that only the category headers are displayed instead on the complete lineup of reports?

How do I change the setting on the Custom Reports dashboard so that only the category headers are displayed instead on the complete lineup of reports?

How do I change the setting on the Custom Reports dashboard so that only the category headers are displayed instead on the complete lineup of reports?

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