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August 12, 2020
Question

How can I change the way a custom report sorts the data?

  • August 12, 2020
  • 1 reply
  • 1 view
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1 reply

katherinejoyceO
Level 9
August 12, 2020

Hello @david161

 

Thanks for visiting the Community today. At the moment, we are unable to change the way a custom report sorts the data. 

 

Though, you can export your report to Excel and sort it how you want it to be from there. Here's how to export your report: 

 

  1. Select Reports, then search the report you want to export.
  2. Click the Export icon at the top right of the report, then select Export to Excel.
  3. Save the file where you can easily find it. 

 

We also have a few ways to customize reports to fit your business needs. Check out this article for more insights: Popular custom reports in QuickBooks Online

 

Feel free to visit again if you need more assistance. We're always here to help in any way we can.