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elleneg
Level 1

We have been scheduling daily reports to send to a drop box, where the reports are ingested by our analytics platform. Are daily reports no longer possible to set up?

QBO's recent changes in creating custom reports and scheduling looks like daily reports are being eliminated.  That would be devastating for our reporting.
1 Comment 1
MAnneJ
QuickBooks Team

We have been scheduling daily reports to send to a drop box, where the reports are ingested by our analytics platform. Are daily reports no longer possible to set up?

We can still schedule daily reports on some old experienced layout in QuickBooks Online (QBO)@elleneg. I'll ensure we can work together on the customization.

 

There's a need for you to pull up a report and check if the old layout is still available. This way, we can still schedule daily reports for your analytics platform.

 

Here's how:

 

  1. Go to Reports.
  2. Enter the report name in the search field.
  3. Filter the report to adjust things like report dates.
  4. Select Customize.
  5. Once done, click Save.

 

However, if your custom reports have the new experience layouts, I'd suggest sending feedback to our product developers team. This way, they will carefully review your suggestion and identify areas that require improvements.

 

Here's how:

 

  1. Hit the Gear icon at the top, then select Feedback.
  2. Type in your product suggestions.
  3. Click Next to submit feedback.

 

To get updates about the status of your feedback, you may visit the Customer Feedback page.

 

Additionally, you might want to check this article and learn that you can memorize reports in QuickBooks if you want the same settings of the customized report to be available for future use: Create, access, and modify memorized reports.

 

I'll be keeping my eye out in the comments if you need additional assistance managing your reports in QuickBooks Online. Have a great day ahead of you.

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