Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
Reka
Level 1

group costume reports in online advanced

how do i group costume reports in online advanced

1 Comment 1
ClaireSamanthaS
QuickBooks Team

group costume reports in online advanced

You can group custom reports by using the Add this report to group feature, Reka.

 

This helps keep your reports organized and easier to access. By categorizing similar custom reports, you can save time and ensure smooth navigation.

 

Here's how:

 

  1. After generating a report, click Save as or Save customization in the top-right corner.
  2. In the Custom report name window, enter a Report name.
  3. From the Add this report to group dropdown, select Add new group.
  4. You also have the Share with option for your users if you'd like them to access the custom report that you've created.
  5. Enter a name for the new group and click Save.

    save customization sam.png

 

Once you've grouped your reports, they will be organized under the group name on your Custom reports list. This makes it simple to find and manage specific sets of reports. Please note that the grouping and organization of custom reports are user-specific, meaning each user can create their own groups without affecting the layouts of other users.

 

As always, feel free to click the reply button below. Our Community forum is here to assist.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us