How do I access and customize reports?

Access and personalize your reports to get the specific financial insights you need. Here is how to find, customize, and save your reports in QuickBooks Online.

Access your reports

1. Select Reports from the left navigation panel.
2. You can browse through the following tabs:
   • Recommended: Displays your most commonly used reports.
   • Frequently Run: Shows reports you run often.
   • My Custom Reports: Lists all reports you have customized or memorized.
   • All Reports: Organizes reports by business category (such as Sales, Expenses, or Employees).
3. If you know the name of the report, type it into the Search field at the top.

Customize a report

1. Open the report you want to change.
2. Select Customize in the top toolbar.
3. Update the settings in the panels (such as Rows/Columns, Filters, or Header/Footer) to fit your needs.
4. When you are finished, select Run report to see the changes.

Save your customized report

1. After customizing, select Save customization.
2. Enter a unique name for the report.
3. Click Save.
4. The report will now be available under the My Custom Reports tab for future access.