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Joan-Rodman
Level 1

On a report I just ran, why is there no option to "switch to modern view"? Without that, I can't save to my desired report Group (view affects which grps are available)

I ran a transaction report by clicking the total expenses on my P&L. The resulting transaction report (and many other reports) doesn't have the option of switching to modern view. Modern view affects whether I can save a custom report to a group, I learned yesterday. So why is modern view not always available?

2 Comments 2
ChristineJoieR
QuickBooks Team

On a report I just ran, why is there no option to "switch to modern view"? Without that, I can't save to my desired report Group (view affects which grps are available)

Hello there, Joan. The option to switch to Modern View in QuickBooks Online (QBO) isn't always available for certain types of reports, especially when they are generated as linked drill-down reports.

 

If the report page doesn’t show the Switch to Modern View option, you may already be in the Modern View.

 

To save a custom report to a group, you can click the Save As button from the Profit and Loss - Transaction Report page without needing to switch views. From this point, you can save the custom report to one of the available groups.

 

See reference below:

34.png

 

 

If you need to see the Switch to Modern View button within the Transaction Report that is pulled up from the Profit and Loss report's expense total, you can click the Ellipsis icon to switch to Classic View.

 

See references below:

37.png

 

Please click the Reply button below if you need further help accessing reports, Joan.

ChristineJoieR
QuickBooks Team

On a report I just ran, why is there no option to "switch to modern view"? Without that, I can't save to my desired report Group (view affects which grps are available)

Hello, Joan.

 

We want to follow up and check if the solution we provided helped resolve your concern.

 

Please let us know if everything is now functioning as expected. We are here to assist you further if needed.

 

Looking forward to hearing back from you.

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