Learn how to create customer reports with the enhanced experience (modern view) in QuickBooks Online.
Some reports have the option to try our New Enhanced Experience, the result of our continuous efforts to improve our product. Advantages of this include:
- Quickly customize with drag and drop fields, filters, and charts to create your own reports.
- Save and share your reports with others in your organization.
- A new data engine that can handle large volumes of data and complex calculations. You can run reports faster and get insights quicker.
The Enhanced report experience shows all the categories up front, so you can select how you want to personalize your report.
The first few reports to exclusively use enhanced customization (modern view) are:
- Open Purchase Orders Detail Report
- Transaction List by Vendor Report
- Check Detail Report
- Purchases by Location Detail Report
- Purchases by Product/Service Detail Report
- Purchases by Class Detail Report
- Open Purchase Order List by Vendor Report
- Purchases by Vendor Detail Report
- Vendor Contact List Report