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Replying to:
JoesemM
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I appreciate the timely reply, @BrianQW.

 

Yes, you're right. You'll have to click the Save customization button before you open another report. This to ensure that the details you customised are saved. 

 

Also, you can share the report before you save it. This way, other users will be able to see the shared reports when they go to their Custom reports tab. 

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Once done, you can view them in the Custom reports column.

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Also, I'm adding these articles that will guide you on how to run and send a scheduled customized report. It provides financial reports that give you a snapshot of your business:

 

 

I'm just one click away if you need a hand with running payroll reports or any QBO related. I'll be here to ensure your success. Take care always.