Report default date

Setting the default date for reports is not an option in QB

I feel your pain. This should be feature.

I too would like to be able to set the default date range to current fiscal year.  Is this a feature that is being worked on for a future release?

Here at Intuit, your voice matters, helvigda.

I can see how the functionality in setting the report's date range as default to the current fiscal year would be beneficial to your business needs. With this, I'd recommend submitting a feature request directly to our product engineers from QuickBooks Online. They'll improve your experience with the program by adding or improving QuickBooks features.

1. Sign in to your QuickBooks Online account.
2. Go to the Gear menu and then select Feedback.
3. Type in your feature request in the description box.
4. Once done, click on Next.

You can also track feature requests through the QuickBooks Online Feature Requests website.

In the meantime, I'd suggest customizing the date of your reports to the current fiscal year. Once done, you can memorize them to save the customized settings to easily access them in the future.

Additionally, I've added these articles that'll help you know more about managing your reports in QuickBooks Online: 

• Run Reports in QuickBooks Online
• Common Custom Reports in QuickBooks Online
• Export your Reports to Excel from QuickBooks Online

Feel free to comment below if you have any other concerns or questions about running and customizing reports in QuickBooks. I'm always glad to help in any way I can. Have a good one.

"Here at Intuit, your voice matters, helvigda."

It must not matter very much, it's now 2023 and one still can't set a default date; and the report 'bot won't/doesn't remember the last date used, even.  Not to mention it destroys the previous search for accounts in the COA when go back so have to do that all over again, too.  Dumb!!!!

On top of that, the "NEW" view doesn't even have the "All Dates" selection in the dropdown menu list at all; you have to revert to the Classic view to get it or manually enter custom dates (also a very painful process the way the interface is designed that switches focus away automagically instead of letting user finish the second date before building a report -- double-dumb!).  AND, if you set the "CLASSIC" view, it won't hold that setting, either; you have to keep resetting it every time as well.  Triple dumb!!!

Add the problem all the wasted terminal real estate taken up with nothing but space, it's annoying beyond belief...

It is now 2025 and no changes. I am still having to change it to all dates from 90 days. And if I save the template for one account, the information would only be presented the way I want for this account, it does not apply to any other accounts, so I end up sending the wrong information to people, and was confused why I could have done this in the first place. This means I literally have to change the date range, the columns EVERY SINGLE TIME I go into an account to generate report, if I haven't already saved a template for that specific account before. How is this a problem that has not been worked on since at least 2018?

I recognize that each company has unique needs, and I can see how the feature to allow users to set preferred date ranges and columns that automatically apply to all reports, eliminating the need for repetitive adjustments on a per-account basis would save time and minimize errors, @YL_98. We understand the importance of efficiency and accuracy in your operations, are here to make sure this tool meets your specific needs and experiences.

Implementing new features requires a comprehensive process to maintain the quality and reliability expected. I recommend sending this request straight to our product engineers through feedback. It helps us improve the features of the program. I'll show you how:

1. Go to the Gear icon and select Feedback.
2. Type in your suggestions.
3. Then, submit your request.

Furthermore, this platform offers versatile options to manage your data including the capability to email, export, and print a report, or save it in a PDF format for future reference. For detailed guidance on these features, please visit the resource: Run reports in QuickBooks Online. Then proceed to the Manage your reports section. 

Please remember that my team and I are always here to support you with any questions or concerns you might have while using the program. Don't hesitate to reach out; we're here to assist you every step of the way.

@YL_98  RE: I am still having to change it to all dates from 90 days.

What reports are you running that default to the last 90 days?  I don't think I've seen that before.