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Anonymous
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Is there a way to add a custom report to favorites?

 
13 Comments 13
AldrinS
QuickBooks Team

Is there a way to add a custom report to favorites?

It's a pleasure to have you here in the Community, reinesdesign.

 

I've got just the answer you're looking for regarding adding custom reports to favorites.

 

In QuickBooks Online, customized reports are saved in the Custom Reports tab. At this time, reports listed here can't be added to the Favorites found in the Standard tab of the Reports page.

 

The good news is, we can manually create a Favorites group in this tab, where we can add the customized reports. Let me walk you through the steps on how to do it:

  1. Click Reports in the left navigation menu.
  2. Go to the Custom Reports tab.
  3. Select the custom report.
  4. Click the Save customization button.
  5. In the New group name field, enter Favorites.
  6. Hit the Add button.
  7. Click Save.

Once you're done, here's how we can add the other reports to this group:

  1. Go back to the Custom Reports tab.
  2. Select the custom report.
  3. Click the Save customization button.
  4. From the Add this report to a group drop-down menu, choose Favorites.
  5. Hit Save.

That should do it. With this information, you'll be adding those reports in no time.

 

Please keep in touch with me here should you need any further assistance, I always have your back. Thanks for coming to the Community, cheers to continued success.

ccptreasurer
Level 2

Is there a way to add a custom report to favorites?

Please have QBO consider adding the ability to add our custom reports to the Favorites on the FIRST screen.  Having to click all over the place - even just one more tab - to get the reports that are as we need them for our businesses is cumbersome.

HoneyLynn_G
QuickBooks Team

Is there a way to add a custom report to favorites?

Hi there, @ccptreasurer.

 

Thank you for reaching out to us and joining this thread. 

 

Being able to maximize your time while utilizing the QuickBooks product is our top priority. I already sent your idea to our engineers for consideration to future updates. For now, you can visit our QuickBooks Online Blog website. It provides recent news, features, and updates about QBO.

 

Let me know if you have other questions about report. I'm still here to offer my help. Have a great day ahead.

Thaibuckeye
Level 1

Is there a way to add a custom report to favorites?

I do not see the "Add this report to a group drop-down menu" under the "Save customization" button.  Is this moved to somewhere else now?

Thaibuckeye
Level 1

Is there a way to add a custom report to favorites?

I do not see "Add this report to a group" option.

Emily M
QuickBooks Team

Is there a way to add a custom report to favorites?

Hey there, @Thaibuckeye.

 

I’m happy to help you with adding a report to a group. What you’ll need to do is clear your cache and cookies. Web-based platforms collect cache and cookies to save you time when loading data. These files can often become corrupted, causing issues like this. Clearing them out usually resolves the issue.

 

You may also open up an incognito window as this is a private browser that doesn’t collect cache.

 

Let me know if there’s anything else I can help you with.

philiphotog
Level 1

Is there a way to add a custom report to favorites?

I've tried all the solutions offered and the dropbox showing add to group does not show. It's missing. Please advise. 

JonpriL
Moderator

Is there a way to add a custom report to favorites?

Hello @philiphotog,

 

As of the moment, the Add this report to a group function is only available for the Essentials and Plus subscription. But don't worry, you can still see all your customized report under the Custom Reports tab after saving them.

 

Lastly, here's a few articles you can read for ideas about utilizing your reports and its functions: Reports and Accounting.

 

Keep me posted in the comments down below if you have any other questions. I'll be happy to help.

nimans
Level 1

Is there a way to add a custom report to favorites?

I am bringing this issue up again.  Last comment was in 2019 and I am writing this Feb 2021.  So far no changes to add this feature.  I do not need to make a group under "Custom Reports" called "Favorites".  What I am looking for is to add a custom report to "Favorites" on the first screen.  Please add this feature.  Also, can we add a reports shortcuts to the Dashboard screen that pops up when we first log on? That would be even less clicking to pull up reports we use often.

Jen_D
Moderator

Is there a way to add a custom report to favorites?

Thanks for posting your concern here, @nimans,


Not having the feature available can be a deal breaker for every business. Before releasing product updates, our developers are going through the wide range of feedback, and trying to navigate a path forward with accessibility leading. They wanted to be very purposeful and thorough with the enhancements to make our program efficient to use.

 

Please know that our engineers are working hard toward this goal, but we can't provide the turnaround time since they work on this internally.

 

At the moment, only the built-in reports in QuickBooks can be set as favorites. Custom reports has a separate section in the Reports page to distinguish it from the default QBO reports. Additionally, the Dashboard is currently non-customizable so we can't assign shortcuts right now.

 

Don't worry, if there are new updates for our products, it will be communicated through in-product ads. You can also check out these links to be updated with the recent and upcoming changes for our QuickBooks products:

 

 

Check out our Reports Help page to learn more about what preference are available in QBO reports and how to use them: Reports Hub for QuickBooks Online.

 

If you have any questions or need further help with anything in QBO other than reports, feel free to visit us anytime. You can also mention my name on your posts and I'll be more than glad to help. Have a nice day!

LT1962
Level 1

Is there a way to add a custom report to favorites?

I don't get the option for favourites in the drop down box to save it to favourites

ReymondO
QuickBooks Team

Is there a way to add a custom report to favorites?

It's great to have you here on the Community page, @LT1962

 

Let me provide you assistance in saving your reports as favorites in QuickBooks Online (QBO). 

 

Before we begin, can you share what specific report are you trying to add to the Favorites list? Any additional info would be much appreciated. 

 

As mentioned above, only standard reports can be added as favorites in QuickBooks. If this the type of report you're trying to add, all you have to do is mark the star icon beside its name. This way, it will be added to the Favorites menu.

 

You can check out the screenshot below as your reference:

favorites.PNG

Additionally, you can customize your reports in QuickBooks to easily review the details that matter the most to your business. 

 

The Community always has your back, so please let me know if you have any other questions. I'll be more than happy to help. Keep safe.

mldowdell
Level 1

Is there a way to add a custom report to favorites?

nimans - wanted to pass along my frustration with this issue too. Hunted around wayyyy too long in menus trying to figure out why I couldn't just add my custom report as a favorite.

 

Anyway, I came up with a work around, same amount of clicks (possibly even less) as if you actually got the report into Favorites.

 

Find your custom report in the Memorized Report List (where ever you saved it) and then make sure it's in the main report list (i.e., not in a folder like Accountant or Customers or something) if it's in one of those folders you may have to save a new version into the main list and delete the old one.

 

Right click your custom report and Edit Memorized Report then make sure the name has an underscore _ before its name. This will shoot it to the top of the list alphabetically (above all the folders and other crap). Then just keep whatever name you need after the underscore.

 

After that it will be at the top of the dropdown in Memorized Reports. Hope that helps.

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