Confused by Custom Report groups and listing

Yes, you are correct, @ACO_llc. In QuickBooks Online (QBO), the organization of custom reports is user-specific, even if the reports are set to Visible to All.

Any customizations made in the Reports section, such as grouping, placement, or sorting, are linked to the logged-in user, regardless of their role (Accountant, Admin, or regular user). While report content can be shared using the Visible to All Users option, the organizational structure remains unique to each user's account settings.

As a result, the organizational changes you create as an Accountant or Admin won't be visible to your client, even with admin privileges. This is intentional, allowing users to tailor their workflows without affecting others. Alternatively, you can share a customized report by emailing it directly to your client.

Regarding the Date Range column in the Custom Reports tab, it reflects the default range established when the report was created. For dynamic reports such as Last 365 Days, it may display the standard range, which may not accurately reflect the latest applied settings.

Feel free to reach out if you have further questions about user access or other QBO features. Wishing you continued success!

Thanks for the response/answer to the groups' organization question. I'm sorry to hear that, because it limits how helpful I can be to my client if I can't organize reports for THEM. But now I'm not confused about it.

With respect to the other question, you answered:

Regarding the Date Range column in the Custom Reports tab, it reflects the default range established when the report was created. For dynamic reports such as Last 365 Days, it may display the standard range, which may not accurately reflect the latest applied settings.

I understand what it's supposed to reflect, but you don't explain why some reports show a random number in that column. In the example I shared there are four reports listed, with date ranges shown as follows:

Last Calendar Year

1288

1362

07/01/2023 - 06/30/2025

The first and last are clear, but the two in the middle don't make sense. All of the reports were created by the accountant and this view is from the client side. When looking at them from the Accountant side, the 1288 number shows up as 81 and the 1362 number shows up as 1216. None of those numbers represent the actual date range of the reports. 

Can you explain what's going on?

Thanks for following up with the Community, ACO_llc.

Since your custom reports are displaying numbers instead of dates, I'd recommend checking the browser you're using. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they can cause issues with certain webpages.

Here's how to troubleshoot browser problems:
 

1. Try using a private or incognito browsing session. See if dates display properly while browsing like this.
2. Restart your browser.
3. Clear the browser's cached data.
4. Add Intuit as a trusted site.

If the problem continues after troubleshooting, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research with you, and create an investigation ticket if necessary.

I've also included a detailed resource about working with reports which may come in handy moving forward: Manage & share custom reports

Please feel welcome to send a reply if there's any questions. Have a wonderful Monday!

It's not urgent; I've seen this behavior for months and with multiple browsers AND on the desktop app. I doubt it's a browser issue and now I know it doesn't mean anything specific. So thanks for that. 

Has anyone else seen this weird behavior? Just curious.

Why don't I see all of my Custom Groups as options when I try to save one of my custom reports to it? I am using a report I created and trying to add it to an existing group I also created. But that isn't working for me since all I see when I try to save it to a group is only one of my 6 existing report groups. See image attached.

This is in the Desktop app and holds true whether I'm in Accountant View or Desktop View. 

Hi there, @ACO_llc. I understand the importance of keeping your reports organized, especially when you’ve taken the time to create custom groups to streamline your workflow. Although I would like to assist you directly, your case involves specific details that our experts can help review. I'll put you in touch with our support team to ensure you can assign your reports to their respective groups.

Here's how to reach them using the web browser:

1. Sign in to your QuickBooks Online (QBO) company.
2. Select the Help icon, then Search.
3. Hit Contact Us.
4. Enter a keyword of your question in the field, then Continue.
5. Choose Callback or Chat for support.
   
   

To prevent your calls from being disconnected, I recommend checking our support hours for prompt assistance: Get help with QuickBooks products and services.

For more information, please check out this article: Customize your reports with a modern view.

We're still available and ready to assist you if you have any additional concerns or questions.