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JoyceGTX
Level 3

customized reports

I have many customized reports for activities such as audit, budget, month end - and I would like to know if I can print a list of custom report titles.

 

Also, I have the reports grouped in categories. Is there a way to setup that grouping so that other company users have the same structure? Thank you.

3 Comments 3
IamjuViel
QuickBooks Team

customized reports

Greetings, @JoyceGTX.

 

Yes, you can customize the titles of the report and print it. I can guide you on how to do it.

  1. Go to the Reports menu.
  2. Choose the Custom Reports tab.
  3. Locate the report you want to modify.
  4. Double-click on the title of the report.
  5. Enter the name you'd like to use. 

Now, you can save the customization you've made and print it. Simply click the Print icon to do so.

 

On the other hand, yes, you can regroup your reports. Here's how:

  1. From the Custom Reports page, locate the reports you want to re-setup the grouping.
  2. Select the Edit link from the Action column.
  3. Go to the Add this report to group section.
  4. Pick Add new
  5. Enter the Name of the Report Group.
    • You can also change the name of the report to match its customized title. 
  6. Choose Save.
  7. Click Save and Close.

I've added these articles to help you personalize the reports in QuickBooks to suit your business needs:

Visit us here again if you have other questions in managing your reports. I'm always here to help.

JoyceGTX
Level 3

customized reports

Thank you for this but my question was if I could print a list of customized reports. 

ReymondO
QuickBooks Team

customized reports

Thanks for getting back to this thread, @JoyceGTX.

 

For now, printing the list of customized reports is unavailable in QuickBooks Online (QBO). 

 

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

In the meantime, I recommend visiting our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.


You can also check out this article to know more about the different report features available in QuickBooks. This will help you get the info that you need for your business.
 


If you have any other concerns, feedback, or questions, don't hesitate and come back to the Community. I'm always here to help you. Have a great day. 

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