Go to Business overview and select Reports (Take me there) or or go to Reports directly on the navigation bar.
Select Create new report.
Enter the name of your report by editing the My custom report.
Select a date range from the dropdown.
Note: Through Custom dates selection, you can choose up to one year worth of dataset.
Select either Start by report creation wizard to use a template as a starting point, or Start by adding data columns to create a report from a blank canvas.
Select Customize from the options set.
Select Columns, look for a topic you want to report on, and select it to reveal the available fields.
Select any fields you want to view on the report.
Some fields may not work in a report together. When you select a field, non-compatible fields will be unavailable.
Custom fields are available attributes.
Select Clear all to remove all fields.
To change the order in which selected fields appear, select Layout, then select and drag the listed fields in the order you want.
Use Pivot table to summarize and total your report data.
Choose which fields to categorize in the rows and columns, then select which value field you want to summarize.
Select Show totals to add a totals row or column.
Once you've selected Rows, Columns, and Values, the report view displays as a pivot table. Switch off Show pivot table to return the report to the original view.
Use Group to group and sub-group line items by any column.
Select Edit group calculations to calculate totals, average, or percentage for numeric groups.
When a report is grouped, select expand ▼ to view the details inside that group.
Use Filter to view only certain entries. Choose what you want to filter by, select the operation, then choose from the provided values. You can apply multiple filters.
Select Save to save your report. You can edit the report any time.
Select Export to export the data to a spreadsheet.
View your custom reports
Sign in to QuickBooks Online as an administrator.
Go to Business overview and select Reports (Take me there).
Select Custom reports and select the report name to open it.
Tip: If you want to view any transactions on your report, select any field in the report row to open the transaction in a new tab.
