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newtong
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
JonpriL
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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4 Comments 4
JonpriL
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

newtong
Level 2

Custom reports order of data

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

AlbinCO
Level 1

Custom reports order of data

I have seen this answer in a few places now,  and even a video showing the "Hand" icon appear to move a column to a new location.  I can't get the hand icon to appear.  Even change resolution of screen to make sure it was not the screen setting.

Archie_B
QuickBooks Team

Custom reports order of data

Thank you for posting a response in this thread, AlbinCO.

 

I'd like to share what I know about reports in QuickBooks Desktop.

 

QuickBooks offers a wide variety of reports. Some reports will allow you to move the columns such as Transaction Detail report, Payroll Detail Review, and etc.

 

Also, these type of reports lets you choose the column for your report. I've added these articles for more information about reports in QuickBooks Desktop:

 

 

You can also check this link that you can use as a future reference for memorized reports: Create, access and modify memorized reports.

 

Get back to me if you still have other questions or clarification about reports. I'm always here to help. Keep safe.

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