Hi all. I am not sure if tags' reporting has been improved yet, but here is my question.
I run the attached report from transactions/tags/see all untagged transactions and made the following filters as per attached screenshot. This report gives me all information I need, but sadly there is no option to export this to excel. Even more, when I tried to print it out to pdf, it only prints the first screen page (I have 11 pages in total). Could you please let me know how I can get exactly these information downloaded to excel? I have to mention that I already run transactions by group report - not what I need. Thank you :)
Good evening, @AnnaSroka.
It's great to see you back in the Community. Let work to figure this problem out.
You should be able to export your report from the menu on the top right of the list. Here's what it'll look like:
If you don't see this, do you currently have Excel on your computer? If not, this may be the reason why you don't have this option.
You can always try different steps to export this information to Excel. Here's a guide that can help out: Export reports, lists, and other data from QuickBooks Online.
I hope this helps. If you have any trouble along the way don't hesitate to reach back out. Great day!
I can share some information about exporting this transaction by tag report from the Gear icon, @AnnaSroka.
The option to export the report to an excel file would be a great addition to the current features that we have, so I'll take note of it.
In the meantime, you can only print the report in PDF format.
I also encourage you to leave the feedback from within the product. Here are the steps:
You can check out this article for more information about providing feedback to make the program better: How do I submit feedback?.
See this article for more information about running and customizing your reports: Customize reports in QuickBooks Online.
Once done, you can save the report with the filters you set: Memorize reports in QuickBooks Online. It'll save your time when generating this report in the future.
Let me know if you need further help with your reports or anything else. I'm always here to help. Have a great rest of the day!
We appreciate you sending that feedback! Quick question, are you using Windows or Safari? We have a few troubleshooting steps to fix printing issues in QuickBooks Online. Here are some resourceful articles for this:
Please let me know how this goes and if the matter is resolved. For any questions, don't hesitate to communicate with us. My team and I are always ready to help! Bye for now.