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50South
December 13, 2023
Question

Ability to save settings in new Modern View Reports

  • December 13, 2023
  • 2 replies
  • 0 views

While many Accountant users despise the new "Modern View" reports, based on the email this week it is here to stay.  The report has potential but right now is causing more work for end users because of our inability to modify the filters or columns and SAVE that as the default format to open each time.  Yes, you can save it as a new report, but we need at least the ability to set a default view that will allow us to mimic the Classic Report view.  For example, why is the date field so far down the list?  In the table, it is so far over to the right that even on a large monitor, you cannot see the date without reordering the columns.  And once you reorder them, that setting is not retained so if you move away from that report or drill into a transaction and return to the at report, the columns and filters are completely reset. This is inefficient and part of the overall frustration with the new reports.  Am I missing something??  Please give us the ability to set the order and SAVE it.  

    2 replies

    A
    AnneMariee
    December 13, 2023

    Hello there, 50South.

     

    One of the possible reasons why your report settings aren't saving could be a cache build-up. Let's rule that out by performing some troubleshooting steps. 

     

    First, access your QuickBooks Online (QBO) account using a private or incognito browser. Then, save a customized report. If it works, I recommend going back to your regular browser and clear its cache. This will refresh the data so it starts on a clean slate. You can also use other supported browsers.

     

    Additionally, ensure your device meets QBO's system requirements for the best experience. You can check them out in this article: System requirements for QuickBooks Online products.

     

    Once you've saved your reports customizations, here's an article on emailing them on a recurring schedule in case you might need it: Set schedule and email information for a memorized report.

     

    Feel free to reply to this post if you have further concerns about saving report settings. I'll be around to help you out. 

    BigRedConsulting
    BigRedConsulting
    December 14, 2023

    It's always important to blame the browser.

     

      5
      50SouthAuthor
      December 15, 2023

      It is not the browser, it is the core functionality of the way the Modern View report opens and the default order of the columns that is at issue.  But thanks, that is often the issue with other things. 

        S
        suzannek1
        March 28, 2025

        I hope this posts.  Keep getting errors.  

         

        There are too many columns in the default settings for the modern view reports.  I switch to classic as switching is so much less of a hassle then removing columns for every report I pull.  REALLY need to fix this.

         

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