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Hello QuickBooks Community, and welcome to our deep dive into Modern Reports. In this article, we will take a look at what Modern Reports are, why they are being introduced into your accounts, when you can expect to see the Modern Report view, and how this change will improve your reporting experience, as well as answer some of the frequently asked questions on this topic.
So let’s get into it!
Why are Report Views Changing, and What are Modern Reports?
When Will Reports be Transitioned to Modern View?
What Reports Have Already Migrated to Modern View?
Why are Report Views Changing, and What are Modern Reports?
Let’s begin with lining out what we mean by Classic Reports/Classic View and Modern Reports/Modern View. Classic reporting is what we call our legacy reporting system that’s been in use up until now. And the Modern reports, or modern view is the upgraded infrastructure that we are migrating our reporting to as we move forward. Modern view isn’t brand new, as we have been phasing these reports into QuickBooks Online over recent months, so there is currently a mix of both the classic and modern views within customer reporting options.
Now on to why we are making this transition. This change is a result of our commitment to our customers and the continuous improvement of the services we provide. The Modern Reporting View is a new infrastructure that will allow us to deliver the features and reliability that our customers have been asking for.
Our legacy reporting platform has served our customers well for many years, but the move to the Modern View enables QuickBooks to more efficiently handle current reporting demands and provide an improved customer experience.
When Will Reports be Transitioned to Modern View?
We all know that change can be a bit overwhelming, so we are being careful and taking our time to help you get used to the new reporting options by introducing groups of reports into the new platform little by little. This way, you'll have plenty of time to explore the new features and feel comfortable with the new look in smaller doses at a time.
With that being said, we are continuing to progress through these release phases throughout the remainder of 2024.
What Reports Have Already Migrated to Modern View?
As of right now, a lot of the reports in QuickBooks Online are available in both the Classic and Modern views, but we have seven reports at this time that are fully Modern view and they are:
- Revenue Recognition Report - QuickBooks Online Advanced users only
- Bill Approval Status Report
- Invoice Approval Status Report
- Product/Item Profitability by Customer Report
- Estimates & Progress Invoicing Summary by Project Report
- Estimates vs. Actuals by Project Report
- Work in progress by Project Report
To view a full breakdown of which view(s) reports are currently available in, you can follow this link.
The first major improvement when it comes to the new Modern View, is that QuickBooks Online users can expect faster loading times and fewer crashes. Which is a significant benefit for our users with a large number of report lines and a high need for efficient reporting processes.
Secondly, improved user permissions for reporting are a key feature of the Modern view. With the enhanced user permissions, our users can be confident that their data is secure when they have multiple people accessing reports. This feature is essential, particularly for those businesses that handle sensitive data and want to ensure that only authorized individuals can view or access the data and reports.
Another great improvement is the new ability to preview customizations before saving reports. Which will be a huge timesaver for our customers who highly utilize the customization options.
Here are some new features to look forward to within Modern Reports:
- Users can access time data, which includes a wide range of fields like activity data, cost rate per hour, break time, and many more data fields.
- In response to feedback from our users, we have increased the maximum column limit from 20 to 40 columns. The goal of this enhancement is to make it easier for users to create comprehensive reports that include all the important information they need, without having to sacrifice on which data to show in the process.
- Finally, we have also improved the filter options available on QuickBooks Online's Modern View. Almost every column on your report can be seen as a filter column, which provides users with greater flexibility when it comes to data analysis and creating custom reports.
