Default settings for reports

Yogi · ‎January 14, 2022

I am so tired of modifying the presentation of transaction reports when I open them. There is always too much data and columns that are unnecessary. The presentation forces me to scroll back and forth as well as up and down - a great time waster.

I do modify the presentation to show only those columns I need and that all will fit the width of the screen. But in many instances, I am drilling down into details from a customized summary report, especially Trial Balance or P&L, and so I end of having to "redesign" every time I need details for the next account or item..

When the dickens is Intuit going to allow us this ability so we can quash frustration and lost time?

ChristineJoieR · ‎January 14, 2022

Thank you for taking the time to express your concerns in the Community, @Yogi. I'll assist you in sending feedback so that you can remedy your issue.QuickBooks Online Features Requests

To enhance your experience, I recommend sending feedback to our product developers for this function in QuickBooks Online.

To do so, follow these steps:

1. Select the Gear icon.
2. Select the type of feedback you want.
3. Leave your feedback or product suggestions in the box below.
4. Then, to submit feedback, click Next.

You may track the status of your summited feedback on our QuickBooks Online Features Requests page.

As of the moment, I suggest memorizing reports as a remedy of the issue you’re encountering. Utilize this link for your reference: Memorize reports in QuickBooks Online.

You can always get back to us if you have concerns about reports or questions regarding (QBO). Have a great time.

Yogi · ‎January 16, 2022

I do customize and memorize reports, but when I drill down within that report, the resulting transaction details are still in the default settings. How can that presentation be memorized?

MJoy_D · ‎January 16, 2022

I can help you with customizing and saving that memorized report, @Yogi.

You'll have to generate the report, then customize it based on your needs. Once you're done, save the customization.

From here, you can find, run, export to excel, edit or delete them from My Custom Reports.

Follow the steps below on how to customize the report and save it with its current customization settings:

Go to the Reports menu, run, and customize the report that you need.
Click the Save Customization button once you're done.
Give your report a name.
Select Save.

You can check this article for more information on how to find, run, export to excel, and edit/delete a memorized report: Memorize reports in QuickBooks Online. Here's additional information on how to customize your reports to get awesome insights by going to this article: Common custom reports in QuickBooks Online.

For detailed guidance on how to print, email, or export that report, see this article: Run reports in QuickBooks Online.

I'm always here if you need more help with your reports. Let me know by leaving a reply below. Have a great rest of the day!

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Default settings for reports