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January 1, 2019
Question

Is there a way to add a custom report to favorites?

  • January 1, 2019
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

January 1, 2019

It's a pleasure to have you here in the Community, reinesdesign.

 

I've got just the answer you're looking for regarding adding custom reports to favorites.

 

In QuickBooks Online, customized reports are saved in the Custom Reports tab. At this time, reports listed here can't be added to the Favorites found in the Standard tab of the Reports page.

 

The good news is, we can manually create a Favorites group in this tab, where we can add the customized reports. Let me walk you through the steps on how to do it:

  1. Click Reports in the left navigation menu.
  2. Go to the Custom Reports tab.
  3. Select the custom report.
  4. Click the Save customization button.
  5. In the New group name field, enter Favorites.
  6. Hit the Add button.
  7. Click Save.

Once you're done, here's how we can add the other reports to this group:

  1. Go back to the Custom Reports tab.
  2. Select the custom report.
  3. Click the Save customization button.
  4. From the Add this report to a group drop-down menu, choose Favorites.
  5. Hit Save.

That should do it. With this information, you'll be adding those reports in no time.

 

Please keep in touch with me here should you need any further assistance, I always have your back. Thanks for coming to the Community, cheers to continued success.

February 28, 2019

Please have QBO consider adding the ability to add our custom reports to the Favorites on the FIRST screen.  Having to click all over the place - even just one more tab - to get the reports that are as we need them for our businesses is cumbersome.

HoneyLynn_G
February 28, 2019

Hi there, @churchcreekpres.

 

Thank you for reaching out to us and joining this thread. 

 

Being able to maximize your time while utilizing the QuickBooks product is our top priority. I already sent your idea to our engineers for consideration to future updates. For now, you can visit our QuickBooks Online Blog website. It provides recent news, features, and updates about QBO.

 

Let me know if you have other questions about report. I'm still here to offer my help. Have a great day ahead.

February 21, 2021

I am bringing this issue up again.  Last comment was in 2019 and I am writing this Feb 2021.  So far no changes to add this feature.  I do not need to make a group under "Custom Reports" called "Favorites".  What I am looking for is to add a custom report to "Favorites" on the first screen.  Please add this feature.  Also, can we add a reports shortcuts to the Dashboard screen that pops up when we first log on? That would be even less clicking to pull up reports we use often.

Jen_D
February 21, 2021

Thanks for posting your concern here, @nimans,


Not having the feature available can be a deal breaker for every business. Before releasing product updates, our developers are going through the wide range of feedback, and trying to navigate a path forward with accessibility leading. They wanted to be very purposeful and thorough with the enhancements to make our program efficient to use.

 

Please know that our engineers are working hard toward this goal, but we can't provide the turnaround time since they work on this internally.

 

At the moment, only the built-in reports in QuickBooks can be set as favorites. Custom reports has a separate section in the Reports page to distinguish it from the default QBO reports. Additionally, the Dashboard is currently non-customizable so we can't assign shortcuts right now.

 

Don't worry, if there are new updates for our products, it will be communicated through in-product ads. You can also check out these links to be updated with the recent and upcoming changes for our QuickBooks products:

 

 

Check out our Reports Help page to learn more about what preference are available in QBO reports and how to use them: Reports Hub for QuickBooks Online.

 

If you have any questions or need further help with anything in QBO other than reports, feel free to visit us anytime. You can also mention my name on your posts and I'll be more than glad to help. Have a nice day!