Save a customized report

Learn how to save a customized report in QuickBooks Online.

With QuickBooks Online Advanced, you can create your own reports using Custom Report Builder.

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.

1. Go to Reports , then Standard reports (Take me there).
2. Select the report you want to make changes to, then select Customize report.
3. After you've made the changes, select Save as.
4. In the Report name field, enter a descriptive name for the report.
5. 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.
6. 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 QuickBooks Online Plus.
7. Once your desired options are set, select Save.

Note: If you edit a custom report, save it again to keep the changes.

Run, export, sync, or print a report

After you customize a report, you can also run, export, sync, and print it to maintain accuracy.

1. Go to Reports , then Standard reports (Take me there).
2. Find the desired customized report or group of reports, then select the report to run.
3. Select Export .
4. Choose one of the following options:
   • Export to Excel
   • Export to Google Sheets
   • Export as PDF
   • Export as CSV

Note: Available export options may vary by report.

Schedule or email a customized report

You can schedule reports or email them manually. To send multiple reports at once, group them first.

Notes:

• This feature is only available for reports in Modern View.
• This feature isn't available on QuickBooks Online Simple Start.

1. Go to Reports , then Standard reports (Take me there).
2. Find the report from the group you wish to schedule, then select the report to run.
3. Select the More actions ▼ dropdown, then select one of the following options:
   • Select Schedule report: In Create workflow, fill out the form, then select Save or Save and turn on.
   • Select Email report. Fill out the form and select Send email.

Notes:

• To exclude a report from scheduled emails, remove it from the group.
• Reports in a group follow the group’s schedule.

Remove a customized report from a group

Use this if you no longer want a report included in a group.

Important: This feature isn't available on QuickBooks Online Simple Start.

1. Go to Reports , then Custom reports (Take me there).
2. Select the Action dropdown next to your preferred report, then select Change group.
3. Select Remove from group, then select Done.