I am trying to create a custom report in QBO but when I click "Save," I keep getting an error message: "We couldn't save your report. Try again." Why is this?

I see you're experiencing difficulties when creating reports in QuickBooks Online (QBO), @keoki-liftee-kau. 

I'm here to help you run a report for Products and Services and Amounts in QBO.

We can generate a  Products and Services list report and then customize it to show the amount. Let me show you how: 

1. In your QBO account, select the Reports menu.
2. In the search field, type and choose the Products and Services list report.
   
3. Click Customize.
   
   
4. Under Rows/Columns, let's choose Product/Service and Price and Hit Run report.
   
5. Once done,  Save customization. 
   

Then, concerning the error message you encountered, may I ask for a screenshot of it? This will help us determine what's the cause of the error and provide an exact resolution of your concern. 

If you cannot run a report with the steps provided above, we can perform some troubleshooting steps to fix this. There are times when the browser is full of frequently accessed page resources, which causes some errors or unusual responses. 

Let's start accessing your account using a different or private browser. You can use either of these shortcut keys:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

Once logged in, try to run that report. If it works, I recommend clearing your browser's cache. Doing so will remove the historical data and access QuickBooks with a clean slate. You can also switch to a different supported browser.

Upon completion, we can tailor the reports to your needs by customizing, applying filters, or formatting the layout to ensure the relevant data is accurately displayed in the desired locations.

If you need additional assistance, please don't hesitate to reach out to me, @keoki-liftee-kau. I appreciate your patience and understanding as we work towards resolving this matter for you.

Thank you for your help.  However, the Product/Service List will only get me halfway to the actual report I want.  The two columns I want in my report are:  1) Product/Service that have recorded Sales in the specified time period.  2) The total amount in sales for each Product/Service in the same specified time period.

I actually created a new report that I like but now my problem is I cannot get it to be added to a group.  When I created it I was not prompted with that option and when I click on Edit, I am not given that option.  I am given that option on every other custom report I have.  Just not that one.

Any ideas?

Thank you for your help.  However, the Product/Service List will only get me halfway to the actual report I want.  The two columns I want in my report are:  1) Product/Service that have recorded Sales in the specified time period.  2) The total amount in sales for each Product/Service in the same specified time period.

I actually created a new report that I like but now my problem is I cannot get it to be added to a group.  When I created it I was not prompted with that option and when I click on Edit, I am not given that option.  I am given that option on every other custom report I have.  Just not that one.

Any ideas?

We appreciate you getting back here in the thread, Keoki. We'll point you in the right direction so you can save your custom report and add it to a group inside QuickBooks Online (QBO).

Since you've already performed some basic troubleshooting methods to troubleshoot the error prompt you received when saving or adding a report to a group, we recommend contacting our Customer Care Team. This way, they can access your account in a secure environment and conduct further investigation to determine the root cause of the problem. We'll write down the steps to get you going:

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. Select either tab to get started:

• Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
• Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

Feel free to visit this article for more details: QuickBooks Online Support.

Additionally, you can check this page to help you keep your current report settings inside the program: Memorize reports in QuickBooks Online.

Keoki, we're determined to help you get through this as soon as possible. Please don't hesitate to comment below or visit us here in the Community space. Stay safe.

Hello.  I followed your instructions and talked to a human regarding the issue of adding my custom report to a group.  We were on the phone for over an hour and he could give me no solution.  The situation I am left with is either I get a report I like but can't add to a group, or a report I don't like that can be added to a group.