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Level 2

Custom reports order of data

I have a question regarding the order of data (columns) in custom reports. Once the columns/data have been chosen in a custom report, can the order of the columns be changed/rearranged within QB to avoid reformatting every time the report is run? Thanks. 

Solved
Best answer June 09, 2020

Best Answers
Highlighted
Moderator

Custom reports order of data

Hello there, @newtong!

 

Yes, you can reorder the display columns of the report you wanted to customize. Simply hold the column header you wanted to move and put it in the correct order. Once done, click on the Memorize button to save the change you made.

 

In addition, here's a couple of articles you can read to learn more about customizing and memorizing a report:

Lastly, I've got you these helpful articles for ideas to help manage your report and related tasks: Reports and Accounting for QuickBooks Enterprise.

 

Keep me posted in the comments if you have any other questions. I'll be here to lend a hand.

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Highlighted
Moderator

Custom reports order of data

Hello there, @newtong!

 

Yes, you can reorder the display columns of the report you wanted to customize. Simply hold the column header you wanted to move and put it in the correct order. Once done, click on the Memorize button to save the change you made.

 

In addition, here's a couple of articles you can read to learn more about customizing and memorizing a report:

Lastly, I've got you these helpful articles for ideas to help manage your report and related tasks: Reports and Accounting for QuickBooks Enterprise.

 

Keep me posted in the comments if you have any other questions. I'll be here to lend a hand.

View solution in original post

Highlighted
Level 2

Custom reports order of data

Thanks for your help. Your tip saved me lots of time. 

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