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mainah65
Level 1

Report default date

I run a lot of reports.  I would like to set the RUN Date of ALL reports at THIS YEAR.

Currently it's at past 90 days.  SO each time I change a report, I have to go change the date and this has caused a couple errors from my assistant thinking she was running THIS YEAR and only ran past 90 days....

I want the DEFAULT as THIS YEAR on ALL reports, I don't want to have to set EACH one as custom...as that's insane...wayyyyy too many reports.... 

 

just a default.... ???

4 Comments
Rustler
Level 15

Report default date

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

qtl
Level 3

Report default date

I feel your pain. This should be feature.

helvigda
Level 1

Report default date

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?

CharleneMae_F
QuickBooks Team

Report default date

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.Capture1.PNG
  3. Type in your feature request in the description box.
  4. Once done, click on Next.

Capture.PNG

 

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: 

 

 

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.

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