Reports no longer saving expand/collapse preferences

Also, if I edit the date range and refresh the report, it collapses the accounts again.  I'm fairly sure this change happened as a result of the recent upgrade I allowed to install.

Thanks!

Thanks for getting in touch with the Community, NHayduchok28. I appreciate your detailed information.

With our recent update to Release 9 (R9_50), some changes were made to include extended support for multi-level Collapse/Expand Row on inventory reports. This is to help with readability and flexibility.

Since you're noticing issues with expand/collapse settings not being saved on memorized reports, I'd initially recommend troubleshooting with your Verify Data utility. This identifies known issues within company files and informs users if their Rebuild Data option needs to be utilized afterwards.

Here's how it's used:

1. Click Window, then Close All.
2. In your top menu bar, go to File.
3. Choose Utilities.
4. Select Verify Data.

In the event its results show a "Your data has lost integrity," message, this indicates there's damage in your file. You can use the Rebuild Data utility to fix it. For specific errors, there may already be a resource for them on our support site.

If it displays a "QuickBooks detected no problems with your data," notification, or you've searched our help articles and didn't find any existing resources about the specific error it displayed, you can move on to troubleshooting with our QuickBooks Tool Hub.

Here's how:

1. Close QuickBooks and download a copy of the utility's most recent version, then run it.
2. Follow along with your on-screen steps to complete installation and agree with our terms and conditions.
3. Once it's installed, double-click its icon to open the tool hub. If you can't find your app, perform a search in Windows for "QuickBooks Tool Hub" and select the program.
4. Access your Company File Issues tab and use the Quick Fix my file and QuickBooks File Doctor tools to troubleshoot your company file. In the event you need additional assistance, choose File Dr Help.

If it continues occurring after going through each troubleshooting process, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.

I've also included a detailed resource about our release notes for Release 9 which may come in handy moving forward: Release notes for QuickBooks 2024

Please feel welcome to send a reply if there's any additional questions. Have a lovely Wednesday!