Thanks for posting here in the Community space, @JustineEFI.
We appreciate you giving a detailed explanation of your concern. I'd be happy to demonstrate the new changes and show you how to save customized reports.
Before making changes, duplicate the original custom reports to have a copy.
Ensure that you are in the classic view for the "Save As" option to show. Then, follow the steps below to duplicate a report:
- Go to Reports.
- Click Custom reports.
- Choose the report you want to duplicate.
- At the lower right part of the screen, click the Save and close dropdown.
- Select Save As, this will prompt you to enter a name for the report.
- Click Save.
Here's an article to help you get the most out of your financial reports: Customize reports in QuickBooks Online.
Comment below for any follow-up questions on Custom Reports and other QuickBooks concerns. Have a great day!
