Customise your reports using the new Modern view

We’re introducing the modern report view to give you a more updated, customisable experience. This new view is designed to handle large data sets with ease and provides advanced customisation options that aren't available in the "classic" view. Customisation includes creating custom reports, organising columns, filtering items, grouping by item, and pivot tables.

We recommend switching to the modern view to track your business performance more accurately and efficiently.

Modern view customisation is available for the following Intuit products:

• QuickBooks Online Advanced (QBOA)

Important: retirement of the classic report view

To focus on providing this improved experience, the classic reports view is scheduled to be removed from QuickBooks Online in 2026.

We're committed to making this transition as smooth as possible and will send you an official notice at least 60 calendar days before this change takes effect.

Create a new report

Create, configure, and name a new report:

Follow this link to complete the steps in product .

1. Select Create new report.
2. Select the report type and then select Create.
   Note: If you select a blank report, you'll see the following options:
   • Start by report creation wizard: This lets you search for the specific report type.
   • Start by adding data columns: This lets you manually add, remove, and drag the columns to reorder.
3. Select the report name to edit the name of the report.

Organise your report columns

You can customise your report's layout by adding, removing, or reordering columns:

To adjust the column order:

1. Open the report.
2. Select Columns.
3. Select the Reorder tab.
4. Drag and drop the column names into their new order.

To Add or Remove Columns:

1. Select the More Columns tab.
   Note: Some fields may be greyed out and can't be removed.
   • To add: Select the checkbox for the field you want to add.
   • To remove: Unselect the checkbox for the field you want to remove.
2. Select Save to apply the changes.

Filter your report

You can apply filters to narrow down the results and focus on specific data:

1. Select Customise.
2. Go to the Filter section.
3. Select or enter the type of data to filter by from the dropdown menu.
4. Select how you want to filter.
5. Select from the provided values.

Add more rules (optional) :

• Select + Add condition to add another rule to the same filter.
• Select + Add another filter to create a separate, new filter.

Group items in your report

Use grouping to categorise your data and make it easier to analyse.

1. Select Group by.
2. Choose the column(s) you want to categorise your line items by. You can select up to 3 columns to group your data.

Some optional actions:

• Add Group Calculations: To add totals, averages, or percentages for numeric groups, select Edit group calculations dropdown.
• View Group Details: Once your report is grouped, you can expand or hide the items within each group using the View options menu.

Use pivot tables in your report

Use a pivot table to summarise, cross-tabulate, and analyse your report data.

1. Select Pivot to open the pivot table builder.
2. In the Rows and Columns sections, choose the fields by which you want to categorise your data.
3. In the Values section, choose the numeric fields you want to measure or summarise. Select the Show totals checkbox to view the sum for each row and column.

Use General options

General options help you make additional customisations to your report's layout and data display:
With the General options menu, you can change things like the number format and header/footer fields and alignment. We’ll show you how to use these options to craft detailed reports.

• Number format changes how numbers appear:
  • Show numbers in thousands.
  • Round amounts to the nearest whole currency.
  • Choose whether to display zero amounts.
• Header or Footer allows the header and footer to be customised:
  • Select or unselect the checkboxes for items you want to add or remove.
• Column configurations allows you to adjust column settings:
  • Use the toggle to switch Show entity names in the columns on or off.

Tip: Set your report period and select your custom date.

Visualise a reports chart

Use the chart view to visualise the data from your custom reports.

Prerequisites

• You must have an existing custom report.

Follow this link to complete the steps in product

1. Select the report name to open it.
2. Select the Chart icon to toggle on the chart view.

Configure Your Chart

Once the chart view is open, you can customise it:

1. Select the Chart Type.
2. Choose the data for the Horizontal (X) axis dropdown.
3. Choose the data for the Vertical (Y) axis dropdown.
4. Select Save.

Additional option: Select a value from the Split by dropdown to further segment your data (for example, split a "Sales" bar by "Region").

Related articles:

• Adding a chart to your management reports to show visualised data
• Create custom charts to track your business performance.

Schedule and email a report

Set a customised schedule to have a report emailed to you:

Follow this link to complete the steps in product

1. Identify the report to set a schedule for.
2. Select the vertical ellipsis ⋮ and then select Schedule report.
3. Enter a Workflow name for the new schedule.
4. Set the Recurrence (for example, daily, weekly, monthly) and the time of day you want the report to be sent.
5. Enter the recipient's email information and status as a recipient (for example, To, Cc, Bcc).
6. Type your custom Subject and Message for the email.
7. Select Save and turn on to activate the schedule.

Review a report's schedules

You can review the schedule and settings of your reports:

Follow this link to complete the steps in product

1. Find the report you want to review in the list.
2. Under Action, select View all schedules from the dropdown.

A new page opens, showing all existing schedules for that specific report.

Additional articles

Review our support article to update an existing schedule.