Starting Out with QuickBooks Online
Customising Reports A report can be customised, even when it is already on the screen, by selecting Customise in the top left corner of the report. Depending on the specific report, a number of areas are available to customise. These are grouped into key areas including: general, rows/columns, lists/numbers, and header/footer. For example, the balance sheet customisation has the following options;
After customising a specific report, select Run Report to display it with your changes. Reports can be displayed on screen, printed, emailed and exported to Excel.
Selecting the envelope icon will send the report to the recipients specified, with a subject line and a note. The report will appear both as an attachment and in the body of the email. Exporting reports to Excel allows reports to be modified. Reports are exported with formulas. Customised report can be saved by selecting Save customisation at the top of the report. The report will be saved in the My Custom Reports section of the Report centre, making it easy to access in the future.
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