How to save custom report changes as a new report

JustineEFI · ‎October 10, 2023

I have a custom report that I would like to use as a base for a new custom report. Basically I want to filter the report and save it as a new report without losing the original custom report; in the end I will have two reports. With the new custom report changes QB has implemented, if I filter the custom report, my options are to save those changes to that report or to not save the changes. I am looking for the option to save the changes as a new report. Any advise or do I need to reach out to the developers?

Thanks!

MirriamM · ‎October 10, 2023

Hello there, JustineEFI. I appreciate your prompt response and adding a screenshot when saving a customized report.

Allow me to join the thread and provide information when running a report in QuickBooks Online (QBO).

With the new update of the report feature, saving a customized report into a new one is no longer an option. As a workaround, you may need to go to the Standard tab. Then, create and customize the information you want to generate on the report.

Here at Intuit, our goal is to address the needs of every QuickBooks user around the globe and ensure you get the best experience possible. I can see the inconvenience this has caused you when customizing a report. While we continue to make your experience with us even better, in the meantime, I recommend sending this request straight to our product engineers through feedback. It helps us improve the features of the program.

To send feedback, follow the below steps:

Go to the Gear icon at the top.
Select Feedback.
Enter your comments or product suggestions.
Then select Next to submit feedback.

To be updated with the recent and upcoming changes for QuickBooks products, visit this link: QuickBooks New Features and Innovations.

In case you want to use reports outside of QuickBooks in the future, you can export them to excel. For more details, see this article: Export your reports to Excel from QuickBooks Online.

If there's anything else you need help with, please let me know by commenting below. I'm always here to answer any questions you may have. Take care.

View solution in original post

JanbonN · ‎October 10, 2023

Thanks for posting here in the Community space, @JustineEFI.

We appreciate you giving a detailed explanation of your concern. I'd be happy to demonstrate the new changes and show you how to save customized reports.

Before making changes, duplicate the original custom reports to have a copy.

Ensure that you are in the classic view for the "Save As" option to show. Then, follow the steps below to duplicate a report:

Go to Reports.
Click Custom reports.
Choose the report you want to duplicate.
At the lower right part of the screen, click the Save and close dropdown.
Select Save As, this will prompt you to enter a name for the report.
Click Save.

Here's an article to help you get the most out of your financial reports: Customize reports in QuickBooks Online.

Comment below for any follow-up questions on Custom Reports and other QuickBooks concerns. Have a great day!

JustineEFI · ‎October 10, 2023

@JanbonN - Unfortunately, I do not have a "Save and Close" option (see attached screen shot). With the latest update to reports, the options for saving has changed. Also, the video you provided a link to is showing how to customize a standard report. I am able to save changes as a new report when working with a customized standard report. My question is regarding working with a fully customized report, one I created from a blank form and added columns to. This is the type of "Custom Report" I am referring to.

Appreciate the information, unfortunately it does not relate to my situation.

MirriamM · ‎October 10, 2023

Hello there, JustineEFI. I appreciate your prompt response and adding a screenshot when saving a customized report.

Allow me to join the thread and provide information when running a report in QuickBooks Online (QBO).

With the new update of the report feature, saving a customized report into a new one is no longer an option. As a workaround, you may need to go to the Standard tab. Then, create and customize the information you want to generate on the report.

Here at Intuit, our goal is to address the needs of every QuickBooks user around the globe and ensure you get the best experience possible. I can see the inconvenience this has caused you when customizing a report. While we continue to make your experience with us even better, in the meantime, I recommend sending this request straight to our product engineers through feedback. It helps us improve the features of the program.

To send feedback, follow the below steps:

Go to the Gear icon at the top.
Select Feedback.
Enter your comments or product suggestions.
Then select Next to submit feedback.

To be updated with the recent and upcoming changes for QuickBooks products, visit this link: QuickBooks New Features and Innovations.

In case you want to use reports outside of QuickBooks in the future, you can export them to excel. For more details, see this article: Export your reports to Excel from QuickBooks Online.

If there's anything else you need help with, please let me know by commenting below. I'm always here to answer any questions you may have. Take care.

JustineEFI · ‎October 12, 2023

Hi MirriamM, thank you for the additional information. I will reach out to the developers via the feedback option. I have seen numerous suggestions implemented, so I will await their response to this one. In the meantime, I will recreate the custom report with the filtering options I'm looking for.

Have a great day!

phylwith · ‎December 30, 2023

This is a bit of an old post but in case you haven't discovered this... I have been able to do this but I'm afraid to tell you how I did it because the developers will take it away... that seems to be the way these days with Intuit developments. Anyway, I'll give it a shot...

I found that if I change the name of the report, at the top left of the report, then choose Save As at the top right hand side, it will be saved as the new report name and not impact the original report.

Hope this works and actually stays as an option because it is very helpful.

ChristineJoieR · ‎December 31, 2023

I'm glad that colleague was able to provide solution to your issue. Let me know if you have concern. Have a great day.

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How to save custom report changes as a new report