Is anyone else having issues with saved Custom Reports turning into Modern View if you edit anything in the report?

JenniferCTP · ‎August 04, 2025

I have Custom Reports based on a P&L by Class. If I edit any of the income or expense items on the P&L, when I save the edited item, the report switches to Modern View. Modern View doesn't work for me for soooo many reasons. When I switch back to Class View, it messes up the Header/Footer and adds the Report Basis. If I click on the item I edited again, it stays at Classic View and most of the time the Report Basis is gone. I spent a lot of time screen sharing with Intuit but because she couldn't make her version do the same thing, they won't fix it. I have to edit almost 100 reports this month and this annoying glitch really slows me down. Just wondering if anyone else has experienced the same thing. Also, when I use a Custom Report and click to go back to the report list, now it takes me to Standard Reports instead of going back to Custom Reports.

cody_a · ‎August 05, 2025

Hi there @JenniferCTP, it's definitely frustrating when reports don't work as they should. I understand you've already reached out to our help team, and since they weren't able to replicate the issue with your Profit and Loss by Class report, it's possible this is a unique issue tied to your specific account.

We may need to open a deeper product investigation into your account to resolve this issue. Follow the steps below for further assistance:
1. Click the Help (?) icon at the top of your screen.
2. In the QB Assistant, type "Talk to an expert" and follow the prompts to connect.

Our experts can investigate the issue further and help you get things back to normal. If necessary, they can create a product investigation with our engineers. Please feel free to come back to the Community if the issue persists.