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Florina
Level 2

top menu remove options

QB enterprise vs 2021

Can the drop down menu from reports be customized? If I want to remove say contributed reports, can that be done? 

 

Thank you,

Florina

4 Comments 4
MariaSoledadG
QuickBooks Team

top menu remove options

Let me provide you with some information about customizing the report and guide you on what you can do, Florina.

 

QuickBooks Desktop allows you to customize and even personalize the font and style of the report that you generate. For now, the ability to customize reports on the drop-down menu and remove contributed reports isn't an option. You'll want to use templates so you can customize them and build a custom report that will suit your needs. To do this, follow the steps below:

  1. Run a report.
  2. On the Report window, select Customize Report.
  3. On the Modify Report window, go to the tab/s you need to update, then select OK when you're done.

 

Please read this article for more information: Customize Reports In QuickBooks Desktop. Additionally, I've added these articles if you want to create and manage reports. Create And Manage Reports In QuickBooks Desktop.

 

Let us know if you have any concerns about customizing reports. Remember, we're here to help.

Florina
Level 2

top menu remove options

Thank you for your answer. My question is: Can you customize the drop down menu not how to customize a report. 

Example: if you go under the Reports / Sales/ Sales by item details say. Can one remove this as an option from the choices. It was not about the customizing a report it is customizing the drop down menu at the top.

RenjolynC
QuickBooks Team

top menu remove options

Thanks for coming back here, Florina.

 

Let me share some info about your concern.

 

For now, customizing the drop-down list from the Reports menu is unavailable. If you only want to see the specific reports with the same settings of the customization, you can memorize them. 

 

Here's how:

 

  1. Go to Reports at the top.
  2. Open a report that you want to add.
  3. Customize the report and click the Memorize button.

After memorizing the report, you can access it by going to Reports > Memorized Reports. Here's a sample screenshot for a visual reference: 

 

 

To learn more about memorized reports, you can read this article: Create, access and modify memorized reports.

 

I also recommend sending a suggestion to our product developers. They'll review this idea and might consider updating it in the future.

 

You can follow these steps to send feedback:

 

  1. Go to the Help > Send Feedback Online > Product Suggestion.
  2. Enter your request and click Send Feedback.

Should you have other questions or concerns, please let me know in your reply below. I'll be glad to help you out some more. Take care and stay safe!

Florina
Level 2

top menu remove options

 So the answer is drop down menu can't be customized.Thank you.

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