Scheduled Reports: How to modify

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.

Hello - I have setup some reports to be emailed. But I want to edit the schedule. I can't see anywhere to edit this information. The message received when setting up a new schedule says that I should see an 'edit schedule' in the action droplet. But I only see the option to setup a new one every time. 

So, how can I edit these schedules?

Thank you for providing a screenshot of your concern, Redlake. To edit this, you must create a scheduled report in QuickBooks Online (QBO). Let me help you accomplish this process.

Before changing the date, ensure you first create a scheduled report, as you cannot edit the date without one. Afterwards, you can access View All Schedules to make necessary edits.

Please follow these steps:

1. Go to the Reports menu, then click the Custom Reports tab.
2. Locate the report you want to schedule.
3. From the Action column, click the dropdown, then select Create a Schedule.
4. Fill out the required fields and ensure you enter the email address to which you'd like the report sent.
5. Once done, click Save and turn on.

You can also view this screenshot: 

However, if you already created a schedule but can't see the View All Schedule, please refresh your browser to view the changes you've made. If issues persist, you can utilize the other supported web browsers to help identify if this is related to your current browser.

You can also learn about setting up customized accounts receivable reports with scheduled email in QBO. This helps you save time and stay organized.

If you require assistance managing your transactions and reports, please visit our QuickBooks Live Expert Assisted website. Our experts can guide you step by step to ensure your financial records are accurate.

Please let me know if you need further assistance regarding scheduled reports, Redlake. I'll be around to lend a hand.

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?

Thank you for coming back, @pkeogan. Let me help you edit the date and recipient of your schedule report in QuickBooks Online (QBO).

Please follow the steps below:

1. Navigate to Reports, then select Custom reports.
2. Locate the report you want to edit.
3. Click the dropdown menu, then select View all schedules.
4. Click the schedule report.
   
    
    
5. Edit the start and end dates according to your preference.
   
    
   
    
6. Change the email address to which you want to send the report.
7. Hit Save and turn on.
   
    

   

If you wish to turn off the scheduled report, you can change the scheduled report on or off by clicking Save and turn off or Save and turn on. Please refer to the photos above for visual guidance.

In QuickBooks Online you can set schedule and email information for a memorized report. Memorizing reports can make your job easier and save time, you will not have to customize your reports again.

You can also view or edit your management reports and download them for extra copies.

Please keep us posted in this thread if you have other questions about editing your scheduled report. We're here to ensure all your concerns are addressed. Have a great day!

My screen has less options.....I don't have the option to View or Edit schedules just create a schedule.

I believe that schedules are based on work flows. I am running QuickBooks online Plus (which means I don't have access to workflows)  I wonder if my level of QBs only has access to create 1 schedule per custom report  but no access to edit it.  

This seems like a bug. or incomplete permission structure.  

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:

• View and edit management reports in QuickBooks Online
• Export your QuickBooks Online data

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

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.