Hi, @Yannicw. Let me share insights about customizing reports in QuickBooks Online (QBO).
I understand that you need to save the current settings for Management reports. At this time, the system will allow you to save the current settings of your Standard reports only. Despite that, I want you to know that our developers are working nonstop to enhance QuickBooks and deliver the best experiences for all QuickBooks users.
For now, I'd suggest sharing this idea with our product developer team. This way, they'll know how useful this feature is for your business and consider this in future updates.
Here's how:
- Sign in to your QBO account.
- Go to the Gear icon at the top, then Feedback.
- Enter your comments or product suggestions.
- Hit Next.
Once done, your valuable suggestion goes to our designated team to help improve your QBO experience. You can track your requests through the QuickBooks Online Feature Requests website.
To learn more about running basic reports in QBO, open this article: Run reports in QuickBooks Online. You also have the option to use them outside of QuickBooks by exporting them to Excel.
If you have other questions about your reports, add a comment below. I'm more than happy to help. Keep safe!
