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Save a customized report in Quickbooks Online
by Intuit•23• Updated 2 days ago
Learn how to save a customized report in QuickBooks Online.
Save a customized report in a group and share it with other users. This helps improve data accessibility and makes collaboration easier.
Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience. |
Save a customized report
You can choose your preferred settings when you save a customized report. Here's how.
- Go to Reports, then select Standard.
- Select the report you want to make changes to, then select Customize report.
- After you've made the changes you want to the report, select Save as.
- In the Report name field, enter a descriptive name for the report.
- Switch on Share with others, to make it visible to others who can access the report.
Tip: Other users will see the report you shared in their Custom reports tab. But new users you invite to the company won't see it. Only current users will have access to it. - Select Add to group ▼ dropdown, then select the group you want to add this report to.
Note: You can group and organize reports in your Custom reports list if you use QuickBooks Online Essentials or Plus. - Once your desired options are set, select Save.
Note: If you edit a custom report, save it again to keep the changes.
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