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MadelynC
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Thanks for joining the thread, @JVBKVB. I’m here to help so you can locate the Group by drop-down in QuickBooks reports.


If you’re referring to Jessica_young’s answer, the Group by drop-down is located below the Report period.


Here’s how:

 

  1. Go to the Reports menu, then enter/select Transaction List by Date.
  2. Below the Report period, go to the Group by drop-down.
  3. Click the Customize button to filter the needed information.
  4. Press Run report.
    Capture.PNG


On the other hand, if you’re following JenoP’s recommendation, the Group by dropdown isn’t available. Please know that QuickBooks reports vary and have different elements.


You can use these resources to learn more about report basics and their differences:

 


I’ve also added this reference in case you want to keep the same report settings for future use: Memorize reports in QuickBooks Online. It helps you access the information quickly to save time.


Write down below if you need further assistance generating your reports in the program. The Community team is always here to help. Take care always!

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