You can also add reports to a group so only certain people can view it. Fill out the form and set the schedule.Add the email addresses of who you want to send the report to.Select Set email schedule to turn it on.Go to Business overview then select Reports ( Take me there), or go to Reports ( Take me there).If you want to get custom reports on a regular basis, schedule them to run automatically: Step 3: Manage and automate custom report See all of your custom reports From the Columns dropdown, select either Classes or Locations.In the Customization window, select the Rows/Columns ▼ icon.If you have classes and locations turned on, you can filter report columns by class or location. Select the customers, vendors, and products and services you want to include in your report.In the Customization window, select the Filter ▼ icon.Show specific customers, vendors, products, or services From the Distribution Account dropdown, select one of the All options, like All Asset Accounts.Instead of individual accounts, you can show all your accounts by type, like assets or accounts payable. Select the boxes for the accounts you want to see on the report.Select the Distribution Account dropdown.In the Customization window, select the Filter ▼ icon.After you customize a report, select Save customization.Once you have the perfect set of filters, save them so you can run the same report in the future. Header/Footer section: Decide what appears in the header and footer.Filter section: Select which customers, distribution account, vendors, accounts, and products appear on the report.Rows/Columns section: Choose which rows and columns appear on the report.

General section: Change things like the accounting method, reporting period, and number format.Here's an overview of what you can customize: Some filters are only available on certain reports. Most reports have the same set of filters. You can apply multiple filters to customize your report. Use the basic filters on the report to adjust things like the report dates.Tip: If you have QuickBooks Online Essentials, Plus, or Advanced, you can also run 'Detail' versions of standard reports. To watch more how-to videos, visit our video section.

Report quickbooks online settings