Hi @Skino, I understand the importance of receiving your grouped reports as multiple Excel attachments in a single email. Efficient reporting is key to a smooth workflow, so let’s look into why this is occurring in the Modern View and find a workaround for you.
This behavior occurs because Modern View is built on a new design that currently prioritizes PDF formatting for scheduled report groups. While the option to attach as Excel for entire groups is still being developed, you can continue to use this feature for individual reports.
Moreover, the Modern View offers powerful customization and live filtering. While scheduled report groups currently default to PDF to preserve their layout, we are working to introduce the Attach as Excel option to these grouped views. Because Modern View and Classic View process data differently, this group-level integration is still being finalized.
For now, you can manually export the group from the Custom Reports section of the Reports tab to keep your files together. While this isn't automated yet, it ensures your Excel files are ready for a single manual send. If you choose the PDF option in the meantime, Modern View will keep your column widths and headers perfectly aligned while preserving the professional layout of your data.
Feel free to click the Reply button if you have other questions about QuickBooks.
