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Level 2

I set up custom report groups on QBOL and scheduled to run after each month-end. But can I run them on call, or do I have to reschedule them to all run that night?

 
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Best answer January 02, 2020

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Level 2

I set up custom report groups on QBOL and scheduled to run after each month-end. But can I run them on call, or do I have to reschedule them to all run that night?

Thx, but I wanted to take advantage of how QBOL generates a single pdf for all the reports in a group. So since I can’t run a group interactively, I changed the report frequency schedule to run that night (2nd of each month). I’ll then change back to the first. That works. Thx!

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Moderator

I set up custom report groups on QBOL and scheduled to run after each month-end. But can I run them on call, or do I have to reschedule them to all run that night?

Welcome to the Community forum, @fffchapter.

 

Yes, you can run reports anytime you want without rescheduling it. Here's what you'll need to do:

 

  1. Pick Reports in the left menu. 
  2. Go to the Custom reports tab. 
  3. Under the NAME column, click the specific report you'd want to run. 
  4. Set the Report period and other information you'd want to reflect in the report. 
  5. Once done, hit Run report button. 
  6. If you'd like to send the report, just click the email icon and enter email information. 

That's it! This will point you in the right direction, @fffchapter

 

Moreover, you can visit the Customize your reports in QuickBooks Online article to know more about running reports. 

 

If there's anything else you need help with, let me know by dropping a comment below. I'm always here for you. Happy New Year. 

Level 2

I set up custom report groups on QBOL and scheduled to run after each month-end. But can I run them on call, or do I have to reschedule them to all run that night?

Thx for your response, Mirriam, but I was really looking for a way to run the the report group, which generates one pdf that includes all the reports in that group (I like that for distribution purposes). So I just changed the scheduled run for each group to monthly, 2nd of the month, & each group ran again last night. I will then change each group’s schedule back to running on the 1st

Level 2

I set up custom report groups on QBOL and scheduled to run after each month-end. But can I run them on call, or do I have to reschedule them to all run that night?

Thx, but I wanted to take advantage of how QBOL generates a single pdf for all the reports in a group. So since I can’t run a group interactively, I changed the report frequency schedule to run that night (2nd of each month). I’ll then change back to the first. That works. Thx!

View solution in original post

QuickBooks Team

I set up custom report groups on QBOL and scheduled to run after each month-end. But can I run them on call, or do I have to reschedule them to all run that night?

Hey there, @fffchapter.

 

Glad to hear you got a fix for your issue.

 

If you have any further questions or concerns, please feel free to reach back out anytime. Have a great day!

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