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Yo_Be_Low2
June 27, 2024
Question

Auto generating a report

  • June 27, 2024
  • 1 reply
  • 0 views

Each week, I need to automatically generate and save a series of reports that are identical to the reports I generated the prior week, except for the class filter and the title (which reflects the class). Currently, I duplicate a prior report and then edit it to reflect the new parameters I need. It's not difficult, but it's tedious and time consuming because I need to do it for half a dozen reports each week.

 

Is there any way to automatically generate reports that are configured using an inputted set of parameters? If not, is there a developer API (and a developer who knows how to use it) who could write a script/program to create these reports?

1 reply

R
ReymondO
June 27, 2024

Thank you for sharing your workflow challenges, @Yo_Be_Low2. I recognize how time-consuming it is to modify and duplicate reports every week.

 

The option to automatically generate reports based on the previous week's configurations is unavailable in QuickBooks Online. For now, you have to manually duplicate reports and make the necessary adjustments to meet your specific customization needs.

 

You can also raise this concern directly on our Intuit Developers Site. This platform allows you to discuss your requirement for autogenerated reports with Intuit developers, who can develop a script to achieve this functionality. To submit your inquiries, please visit the developer site through this link: https://help.developer.intuit.com/s/

 

For additional guidance on reports included in your QuickBooks Online subscription and how to format their layouts, please refer to these resources:

 

 

If you have further questions about autogenerated reports or configuring them, please don't hesitate to reach out. I'm here to provide more information and support.

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