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Hi there, Linduca. I can show you the steps on how to use the custom report and editing the dates of your custom report.
The report can be edited by clicking on it.
Here's how:
- Go to Reports. Click Custom reports.
- Click the name of the report.
- Under the Report period, change the date.
I've also added a screenshot for your visual reference.
Regarding your other question, there's no option to save the comments. Since, when you'll change the date, it will be considered as a new report. You can consider adding a new comment on the report you've created.
Furthermore, you can refer to this article to learn how to export them in case you want to use the report outside QuickBooks: Export your reports to Excel from QBO.
Comment on the post if you still have concerns about managing your reports in QBO. I'm always here to help.