how can I run a report with the detail levels collapsed by default?

When you customise a report, how do you set it so that the rows are collapsed by default rather than expanded. I want to see sales quantities by product category only, not by sku.


Good day, Neil G.

I'm here to walk you through customizing the sales by product.

Here’s how:

  1. Click Reports from the left menu.
  2. Locate Sales by Product/Service Detail.
  3. Click Customize.
  4. On the Customize report page, click the Group by drop-down box.
  5. Select Product/Service.
  6. Click Run Report.

To save the customized report:

  1. Click Save customization at the top.
  2. Enter a Custom report name.
  3. If you want to share your customized report with other company users, select the Share with drop-down box.
  4. Click Save.
  5. You can then access it through the My Custom Reports (or Custom Reports) tab in the Reports page.

That's it. For more details about customizing reports in QuickBooks Online, click here:  to see the article for your guide.

I'll be here whenever you need further assistance. Don't hesitate to comment below.

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