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pollinatefarm
February 11, 2023
Question

Is the report filter currently working?

  • February 11, 2023
  • 1 reply
  • 3 views
report filtering not working

1 reply

DivinaMercy_N
DivinaMercy_NModerator
Moderator
February 11, 2023

Hi there, @pollinatefarm. I'd be happy to help you filter reports in QuickBooks Online (QBO).

 

To start, could you tell me the specific report you're trying to customize? May I also know your user role in the QBO company? That information is a great help so I can further determine the root cause of the issue. 

 

In the meantime, let's perform some troubleshooting steps to verify if this is a browser-related issue. The initial step is to run your QBO account via incognito mode to have a clean slate. Refer to the following shortcut keys to access it:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Microsoft Edge: press Ctrl + Shift + P
  • Safari: press Command + Shift +N

 

Once opened, run that report again and click the Customize button to apply filters. If this works, go back to your regular browser and clear the cache. This will remove piled-up data that cause issues when running the program. If the same thing happened, you can use another support browser or device. 

 

I've also added this helpful resource that you can use as a guide in saving the customization made on your report: Memorize reports in QuickBooks Online.

 

I'm always here ready to lend a hand to provide additional help if you encounter errors when customizing your QBO reports. Have a good one and stay safe. 

P
pollinatefarmAuthor
February 11, 2023

I'm running an Account QuickReport as the  Primary Admin.  

 

I've tried running Chrome in Incognito mode, I've cleared the cache, and I've tried it in Firefox.

 

Filtering options are not available, except for the Distribution Account.

E
Ethel_AQuickBooks Team
QuickBooks Team
February 11, 2023

I understand how important it is to use a filter in your report, @pollinatefarm.

 

I appreciate you performing the troubleshooting steps provided by my colleague above. 

 

Since you still can't see the filter option, I recommend reaching out to our Customer Care team. They have the necessary tools to review the root cause of the issue and can investigate this further. 

 

Here's how: 

 

  1. Sign in to your QuickBooks Online company.
  2. Select the Help (?) menu.
  3. Choose the Assistant tab.
  4. Click the Talk to a human option.
  5. Select Get help from a human.
  6. Click either the Chat with us or Have us call you button.

 

Additionally, I'm adding this article to help you memorize a report in QuickBooks Online: Memorize reports in QuickBooks Online. Memorizing a report allows you to save it with its current customization settings.

 

Let me know if you have additional questions about customizing a report. I'm always here to help. Have a great day.

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