Customize your reports with a modern view

Create customized reports and streamline your business with QuickBooks Online Advanced.

Chapters:

0:27 - Create a report

0:56 - Sort and group data

4:21 - Using pivot tables

You can use wizard to create your reports. If you haven’t yet, sign in to the app as an administrator.

1. Go to Reports (Take me there) then, select the report you want to create.
2. Select Create new report and the report type, then select Create.
   Note: If you select a blank report, you'll see the following options:
   • Start by report creation wizard: This lets you search for the specific report type.
   • Start by adding data columns: This lets you manually add, remove and drag the columns to reorder.
3. Quickly select the report name twice to edit the name of your report.

Organize columns in your report

Add, remove, and reorder the columns in your report.

1. Go to Reports then, select Columns to view your report list.
2. In the Reorder tab, you can drag the columns in the order you want.
3. In the More Columns tab, select or uncheck the box you want to add or remove.
   Note: Some fields are unavailable. If you use custom fields, you’ll see it in the list.
4. Select Save As then, select Save. This lets you edit your report any time.

Filter items in your report

Show the items you want to see in your report.

1. Select Filter.
2. In the dropdown ▼ menu, select or enter the type of data you want to filter by.
3. Select the operation you want to see in your report.
4. Once done, you can select from the provided values.

Tip: You can also add a condition or add another filter.

Use Group by items in your report

Find your report data easier.

1. Select Group by to categorize line items by any columns. You can select up to 3 columns to group data.
2. Select Edit group calculations dropdown ▼ to calculate total, average, or percentage for numeric groups.

Tip: Once your report is grouped, you can expand or collapse it to view the details in each group.

Pivot your report

Summarize and total your report data. Here’s how.

1. Select Pivot.
2. Select the fields to categorize in the rows and columns then, select Values* to summarize.
3. Select Show totals to view the total amount in the rows and columns.

Tip: Once done, the report view displays as a pivot table. Switch off Show pivot table to return to the original view.

Use General options

Customize your report and update the accounting method to compare the results with the use of General options.

• Number format dropdown ▼ - shows the numbers in thousands, cents, and displays zero amounts in your report.
• Header or Footer dropdown ▼ -  lets you select or uncheck the box you want to add or remove.
• Column configurations dropdown ▼ -  lets you switch on Show entity names in the columns.

Tip: Set your report period and select your custom date. You can also refresh your data with this icon to update.

Create custom reports and visualize it with a chart view. If you haven’t yet, sign in to the app as an administrator.

1. Go to Reports (Take me there) then, select Custom reports.
2. Select the report name to open then, select Chart View.
   Tip: If you want to view your transaction, select any field in the report row to open it.
3. Select the Chart Type you want to visualize your data.
4. Select the Horizontal (X) axis and Vertical (Y) axis dropdowns ▼ to change the field.
5. In the Split by dropdown ▼, select a value.
6. Select Save.

Note: Once done, you can add a chart to your management reports to show visualized data and create custom charts to track your business performance.

1. From Reports, select the Custom reports tab.
2. Select the report name to open it
3. Select the icon then, select Schedule report.
4. Enter your Workflow name.
5. Select the email recurrence then, enter email information.
6. Enter your Subject and Message.
7. Select Save and Turn on.

View your schedule email

1. Go to Reports.
2. Select Custom Reports then, find your report.
3.  In the Action column, select the dropdown ▼ menu.
4.  Select View all schedules then, select schedule and send a report.

Note: If you need to update your scheduled report, you can use workflows to manage your automation.

We built Modern Reports to give you faster, easier tools and more advanced features like Custom Report Builder.

We're switching to Modern Reports to give you the latest tools you need.

We plan to remove Classic Reports from QuickBooks Online in 2025. We'll notify you in the report at least 30 calendar days before the removal.

Features vary by subscription plan and country. Benefits include faster reports, better security, easy previews, more customization, new report types, and simple Excel integration.