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pkeogan
January 10, 2025
Question

Scheduled Reports: How to modify

  • January 10, 2025
  • 11 replies
  • 163 views

I can schedule a report to be emailed, but I can't find where I can modify (or delete) a scheduled report.  Also, where can I find a list of scheduled Reports.

I am running QuickBooks online Plus  (which means I don't have access to workflows) 


11 replies

F
FaithA
Level 1
January 10, 2025

Hello, Pkeogan. I'm excited to help you manage your scheduled reports in QuickBooks Online Plus (QBO). Let's get straight to how you can find, modify, or delete scheduled reports. 

 

Finding and managing your scheduled reports is simpler than it seems. Here's a step-by-step guide to help you out:

 

  1. Login to your QuickBooks Online and click on Reports from the left-hand menu.
  2. In the Reports section, click on the Custom Reports tab. This is where all the reports you've customized and scheduled are stored.
  3. Edit Scheduled Reports:
    1. To modify an existing scheduled report, simply click on the name of the report you're interested in. This will open it and you can make your changes, including adjusting filters, date ranges, and formats.
    2. Don't forget to Save your changes.
  4. Delete Scheduled Reports:
    1. If you need to remove a report from your scheduled list, under Actions, click on Delete.

 

 

Within this Custom Reports tab, you'll see a complete list of your scheduled reports, making it easy for you to manage each one effectively. By regularly checking them, you'll ensure they contain the data you need. If you find yourself needing different reports or schedules, don’t hesitate to create new ones and manage them the same way.

 

Also, I'd be happy to inform you about QuickBooks Live Expert Assisted team. They’re seasoned pros who can help you in ensuring your financial processes are streamlined and can offer bespoke advice to meet your business's unique needs. This isn’t just about making things easier, it’s about making them better.

 

As your next step, consider exploring the Year-End Guide to ensure you're well-prepared as the year draws to a close. This guide covers everything from finalizing your books to preparing for taxes. You can check it out here: Year-end guide for QuickBooks Online.

 

In the QuickBooks Community, it is our priority to offer clear and supportive guidance. And as always, please feel free to loop back in the thread if you need additional assistance. I'll be available to back you up anytime.

P
pkeoganAuthor
January 10, 2025

Sorry, I asked the question poorly.    I am interested in editing the schedule of the report  (when its sent, to whom its sent), not the report itself.  I don't see a way to do that.  Is that possible?

P
pkeoganAuthor
January 12, 2025

Hi there, pkeogan. I'm here to guide you through the process of viewing and editing your scheduled reports in QuickBooks.

 

Firstly, it's important to note that the scheduling feature is accessible only when you use the Modern view to customize a report. If you're using the Classic view, this option is unavailable.

 

Furthermore, you can create more than one schedule per custom report and have the ability to edit it. However, to access all your schedules, you'll need to enable the View all schedules feature. Please follow these steps to set it up:

 

  1. Open your QuickBooks Online company.
  2. Go to Reports, then Custom Report.
  3. Find the report with a Custom label.
  4. Under the Action column, click the dropdown button.
  5. Select the Create a schedule to open the Create workflow page.
  6. Once on this page, add the necessary details.
  7. Then, click Save and turn on.

 

Afterward, the View all schedules dropdown will show. Please see the screenshot below for reference:

 

 

Moreover, if you've created a scheduled report and still having issues viewing or editing it, we can troubleshoot the issue by opening your account in an incognito window. An overloaded cache can interfere with the operation of QuickBooks, leading to lagging and formatting issues. To open a private window, please use the shortcut keys below:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Once there, access your QuickBooks account. If you're able to view and edit your scheduled reports, you may proceed with clearing your browser's history and cache. Additionally, you may consider using a supported browser to maximize your QuickBooks activities.

 

Also, I'll include this article you can save if you need guidance in exporting and managing your reports in QuickBooks:

 

 

Please remember that I'm always here to help you manage your scheduled reports in QuickBooks, pkeogan. Don't hesitate to reach out if you need any assistance.


I followed the instructions including using an incognito browser:

1) The report I created the schedule for still and his report's drop drop doesn't shows the "View all schedules" only the  "Create a schedule"
2) I created a schedule for another custom report and this report's drop drop shows the "View all schedules" menu  option with the submenu of  "schedule and send...."  when I click on that option the schedule I  created appears and I can edit it. So this works as expected.
3) I went back to the initial report, created a new schedule, returned to the custom reports page and I still don't see the  "View all schedules" just the create option.

At this point, I'll just assume this issue is a one-off and I'll move on.

Thank you for your help

 

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