QB Reports - Missing options and dropdowns

kennedy442 · ‎March 29, 2022

This morning many of QB Online reports are very DIFFERENT, and I don't like it...

The button to Update a Report after new criteria have been entered is missing.

For example, the Accounts Payable Aging Summary automatically runs the report every time I select a time period.

Here's another difference...

In the Transaction List by Customer report, several options are gone.

For example, there used to be an option to GROUP the results. This option is gone and has rendered the report useless (for me).

Attached is a screen shot pointing to where the options used to be.

Please fix this Inuit Engineers!!!

JamaicaA · ‎March 29, 2022

Glad to have you here, @kennedy442. I’m here to give some details about the missing options in your reports.

I’ve replicated your concern on my test file and found out that it works fine. The options are also visible and useful when personalizing reports.

It looks like you haven’t clicked the dropdown on your report’s upper right section. That’s why you’re unable to see some of the filtering options on your reports. By doing so, the Group by and Run report buttons will be available.

I’ve added a snippet of it for your reference:

You’ll want to check out this article to learn more about customizing reports in QuickBooks Online. It includes a short video that’ll help you with running and personalizing reports.

You can also memorize your reports to save all the customization settings you’ve made. Through this, you won’t have to go through the same process of personalizing them.

If you’d like to pull up other reports, please don’t hesitate to reply in this thread. I’ll get back to you. Have a great day.

View solution in original post

JamaicaA · ‎March 29, 2022

Glad to have you here, @kennedy442. I’m here to give some details about the missing options in your reports.

I’ve replicated your concern on my test file and found out that it works fine. The options are also visible and useful when personalizing reports.

It looks like you haven’t clicked the dropdown on your report’s upper right section. That’s why you’re unable to see some of the filtering options on your reports. By doing so, the Group by and Run report buttons will be available.

I’ve added a snippet of it for your reference:

You’ll want to check out this article to learn more about customizing reports in QuickBooks Online. It includes a short video that’ll help you with running and personalizing reports.

You can also memorize your reports to save all the customization settings you’ve made. Through this, you won’t have to go through the same process of personalizing them.

If you’d like to pull up other reports, please don’t hesitate to reply in this thread. I’ll get back to you. Have a great day.

kennedy442 · ‎March 29, 2022

Thank you very much for your prompt, thorough, and accurate solution.

I have no recollection of clicking on button on the right-hand-side of the Report screen, but it appears this was the culprit this time.

I take back all the mean things I said about Intuit Engineers.

Many thanks for your support!

JamaicaA · ‎March 29, 2022

Thanks for taking the time to provide an update, @kennedy442.

I’m glad to hear this good news that the filtering options you need are now visible on your end. It’s my priority to ensure that you can add your personal touch or personalization to your reports.

Please feel free to get back to me if you have other QuickBooks-related concerns. It’ll always be my pleasure to assist you. Keep safe.

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QB Reports - Missing options and dropdowns