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J
JustineEFI
October 10, 2023
Solved

How to save custom report changes as a new report

  • October 10, 2023
  • 14 replies
  • 165 views

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!

    Best answer by JustineEFI

    I have found the developers to be very responsive to constructive feedback and suggestions. Over the past 4 years QB has implemented numerous improvements and seems to care about client satisfaction and implementing solutions that clients need. Reporting is one of those areas where I have seen continuous improvement.

     

    The developers have added a dropdown next to the "Save" button where we can now choose "Save As" and provide a new name to the report which will allow the user to modify the report as a new report. This new feature was added some time ago, but I forgot about my original post. In any case, this issue has been resolved.

     

    Thank you QB Developers for your commitment to continuous improvement and for listening to client feedback.   

    14 replies

    J
    JanbonNQuickBooks Team
    QuickBooks Team
    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:

     

    1. Go to Reports.
    2. Click Custom reports.
    3. Choose the report you want to duplicate.
    4. At the lower right part of the screen, click the Save and close dropdown.
    5. Select Save As, this will prompt you to enter a name for the report.
    6. 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!

    J
    JustineEFIAuthor
    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.

    L
    Linduca
    June 23, 2024

    I just used the solution from phylwith to create a new report using an old custom report. It worked like a charm. I have both the new report and the old report both of which I use monthly. Quickbooks should share this with their customer service reps. It is so simple. 

     


    I want to use the custom report with comments from a prior month to a current month.  (Data will change, but

    the comments will stay the same.)  Do you think it will work?   What I've tried so far doesn't.   Not able to change the date range of my report and, consequently, the data...)

     

                       

    J
    JustineEFIAuthorAnswer
    September 24, 2024

    I have found the developers to be very responsive to constructive feedback and suggestions. Over the past 4 years QB has implemented numerous improvements and seems to care about client satisfaction and implementing solutions that clients need. Reporting is one of those areas where I have seen continuous improvement.

     

    The developers have added a dropdown next to the "Save" button where we can now choose "Save As" and provide a new name to the report which will allow the user to modify the report as a new report. This new feature was added some time ago, but I forgot about my original post. In any case, this issue has been resolved.

     

    Thank you QB Developers for your commitment to continuous improvement and for listening to client feedback.   

    J
    JH1119
    March 10, 2025

    I use the same report weekly and I want to save and replace the information each week. Can I do this

    J
    JustineEFIAuthor
    March 10, 2025

     Hello @JH1119,

     

    If you want to overwrite the Report each week (so you only ever have one report with the latest changes), you will click "Save" after making your changes. If you want to keep your past reports and add a new report weekly, you will use the "Save As" function by clicking the down-arrow next to "Save"; a "Save as New Report?" box opens, enter a new name, and click "Save". You will now have both reports in your custom report view, the one you started with and the one you created a new name for.

     

    NOTE: I am using QB Online Advanced, if you are using a different version of QB, your functionality may be different.

     

    Hope this helps. 

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