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pkeogan
January 10, 2025
Question

Scheduled Reports: How to modify

  • January 10, 2025
  • 11 replies
  • 172 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?

ShyMae
ShyMaeQuickBooks Team
QuickBooks Team
January 12, 2025

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

 


I appreciate you sharing a thorough breakdown of your experience with scheduling reports, pkeogan. You've put in significant effort to troubleshoot, especially with the steps you've followed, including using an incognito browser.
 

Since the troubleshooting steps above did not fix the issue, I recommend contacting our live technical support. Our dedicated experts can further investigate why the View All Schedules option did not appear on the Custom Reports page after creating your specific schedule report. Doing so will also ensure you can get back on track with your tasks.

 

Here's how you can reach them:

 

  1. Head to the Help icon, then the Search bar.
  2. Click Contact Us.
  3. Ask about something else, and type in your concerns.
  4. Hit Continue. Pick the Chat or Callback option.



Please note that our support hours are Monday through Friday, 6 AM to 6 PM PT. We are also open on Saturdays from 6 AM to 3 PM PT. During these times, you can contact our expert team for successful communication.

 

Moreover, you can create multiple reports within the same document using the management reports feature. You can also download and export it for future reference.

 

Our live support team is well-equipped to delve deeper into the unusual behaviors you're experiencing by viewing all scheduled reports. Also, remember that I'm always here to assist with any questions you have as you work through this process.

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