Learn how to customize reports in QuickBooks Desktop for Mac.
In QuickBooks Desktop for Mac, you can customize any of your reports so they have the data and style you’d like. Here’s how to do it.
How to customize reports
- Create a report.
- On the report window, select Customize.
- From the customize window, choose the tab you’d like to update.
How to customize report options
Depending on the report you’re customizing, you’ll have different fields and options. To customize a report:
- Select Reports, then open any report.
- Select Customize.
- The customize panel opens on the righrt of the report.
How to filter report data
When you create a report, it might have more info than you need. Using filters, you can customize your report so you see only the data that’s important to you.
How to format a report
After you create a report in QuickBooks, you can format your report it looks how you’d like it to. To format a report:
- Create a report.
- Select Customize, then select the Format tab.
How to customize the report sidebar
The report sidebar brings all the report customization options together in a single window. Using the sidebar, you can make changes to your report and see how it affects the report instantly.
To open or close the panel, select Customize and choose your report settings. QuickBooks will remember the settings for each type of report you create.
Memorize a customized report
When you customize a report, you can memorize it to save the changes you made. Once you’re done, simply select Memorize.
To open a memorized report, go to Reports and select Memorized Reports. If you made changes, you can replace the existing report or create a new one with a different name.
Note: When you open a memorized report, it only applies the customization settings you memorized. The current data you have won't change.