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I
info-bbcosm-com
November 23, 2023
Question

Custom report I created only has delete and add to management reports options in the Action menu. I does not have Edit. How can I set up scheduled reporting then?

  • November 23, 2023
  • 2 replies
  • 4 views
No text available

2 replies

C
Carneil_C
Level 6
November 23, 2023

It's good to see you here in the Community, info-bbcosm.

 

I'd gladly assist you in sorting out this issue when trying to create a scheduled report QuickBooks Online. What report are you trying to set up? This way, I can provide you with an accurate resolution.

 

In the meantime, let's do some troubleshooting steps to determine if this is a browser-related concern. First, log into your QBO account using a private window. Use either of these keyboard shortcuts to open an incognito window, depending on your browser:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Shift + Ctrl + P
  • Microsoft Edge: Ctrl + Shift + N

 

If you can see the Edit option, return to your original browser and clear its cache to start fresh. You can also use another supported, up-to-date browser to narrow down the results.

 

Otherwise, you'll want to check your access rights in QBO. This might be why you're unable to edit custom reports.

 

Once settled, this article can guide you further on sending an individual report: Set a schedule and email information for a memorized report.

 

To print reports moving forward, refer to this helpful resource: Run reports in QuickBooks Online. It includes insights on exporting and emailing them for future tasks.

 

Click the Reply button for more questions and concerns about managing your reports. Take care and have a pleasant day.

I
info-bbcosm-comAuthor
November 23, 2023

Thank you very much for your detailed answer.
1. I verified that I see the same (only ability to delete (standalone button) or add to management reports (in the dropdown next to delete button) from the private browser window (which does not save cookies)
2. I am admin (and the only user for now) of the QBO and suppose to have all rights.
I will appreciate if you have any other suggestions. Thanks.

G
GenmarieMQuickBooks Team
QuickBooks Team
November 23, 2023

Thank you for your reply, info.

 

Currently, we have an ongoing investigation about the edit button in the created custom report to set the email schedule QuickBooks Online (QBO). Please be assured that our engineers are working on this to get it sorted out and resolved as soon as possible. 

 

To ensure you'll get an update about the resolution status, I recommend contacting our QuickBooks Support Team. This way, they can add your company file to the list of affected users and provide this investigation number for easy tracking: INV-95333.

 

Here's how to reach them:

 

  1. Go to the Help icon, then select the Search tab. 
  2. Choose Contact Us. 
  3. Enter a brief description of your situation in the What can we help you with? area. 
  4. Click Continue, then choose Chat or Callback. 

 

Additionally, I've added this article for detailed information about memorized reports: Memorize reports in QuickBooks Online.

 

Please don't hesitate to reply if you have any further questions or concerns with reports. I'll be here to lend a helping hand. 

    D
    dannok
    May 14, 2024

    Has there been a fix for this yet (as of May 14)?

    I need the edit capability for custom reports.

    K
    KayePeQuickBooks Team
    QuickBooks Team
    May 14, 2024

    We appreciate you for joining us here in the thread, @dannok. Let me give you an insight regarding the capability of editing when customizing a report to set an email schedule in QuickBooks Online (QBO). 

     

    Please remember the following information: If your custom report is in classic view, you will see the Edit option. However, if you are using a modern view, you will only see a delete option and won't be able to edit it. If the custom report is already in classic view but you still can't edit it, you may consider performing browser troubleshooting steps for a fix. The browser's cache can become filled and cause problems when working your QBO account. You can run QBO in a private or incognito browsing mode to help your computer run optimally and regain some storage space to continue working seamlessly.

     

    See these keyboard shortcuts to open a private window:

     

    • Google Chrome: Ctrl + Shift + N
    • Mozilla Firefox: Ctrl + Shift + P
    • Safari: Command + Option + P

     

    For a detailed step-by-step process in clearing your cache, check out this article: Clear cache and cookies to fix issues when using QuickBooks Online.

     

    After following the suggested steps and the problems still exist, I recommend reaching the support team. They can help you investigate this matter thoroughly and will give you steps in resolving this. Here's how:

     

    1. In your QuickBooks, click Help (?).
    2. Select either of these tabs:
    • Assistant tab and select Talk to a human.
    • Search tab and click on Contact Us to connect with a support expert.

     

     

    Once accessing a report, you can have a physical copy by printing it, which can be useful for keeping records.

     

    We're glad to have been able to assist you. We want to ensure you have the best possible experience with our software. Please feel free to reach out if you have other concerns about customizing a report through QuickBooks. 

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