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Anonymous
Not applicable

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

 
8 Comments
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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.

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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.

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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.

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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?

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Level 1

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

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

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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.

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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. 

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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.

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