
Save a customized report
by Intuit•47• Updated 2 days ago
Learn how to save a customized report in QuickBooks Online.
With QuickBooks Online Advanced, you can create your own reports using Custom Report Builder.
Save a customized report in a group and share it with other users. This helps improve data accessibility and makes collaboration easier.
Some of your reports will look different depending on whether they're in the classic view or ![]() |
Save a customized report
You can choose your preferred settings when you save a customized report. Here's how.
Follow this link to complete the steps in product.
- Select the report you want to make changes to, then select Customize report.
- After you've made the changes you want to the report, select Save as.
- In the Report name field, enter a descriptive name for the report.
- Switch on Share with others, to make it visible to others who can access the report.
Tip: Other users will see the report you shared in their Custom reports tab. But new users you invite to the company won't see it. Only current users will have access to it. - Select Add to group ▼ dropdown, then select the group you want to add this report to.
Note: You can group and organize reports in your Custom reports list if you use QuickBooks Online Essentials or QuickBooks Online Plus. - Once your desired options are set, select Save.
Note: If you edit a custom report, save it again to keep the changes.
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