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M
MPC7
November 30, 2022
Solved

Subtitle (period) of Reports

  • November 30, 2022
  • 1 reply
  • 0 views

Hi team,

I have created reports and make a setting on Header/Footer for the period of report (eg. January 2022 through December 2022). However, when we choose period on the report (eg. January 2022 through October 2022), the report will not follow the the chosen period. Could you please advise how to set up?

 

Best answer by BigRedConsulting

It looks like you changed the default text for this period from "January through December 2022" to "January 2022 through December 2022".

 

Once you do that, then the text is considered customized and no longer updates when you change the date range of the report. As far as QuickBooks is concerned, you might have entered "Mikey Mouse" in the field. It just knows you customized it and so it stops updating it.

1 reply

G
GebelAlainaM
November 30, 2022

Thank you for bringing this to our attention, @MPC7. I know how important it is for you to keep track of your transactions in QuickBooks Desktop (QBDT). Let me share some information on how we can fix this.

 

Before anything else, can you please tell me what specific report you're trying to pull up? That way, we can check if there are similar issues that other user experience.

 

Please know that if you customize reports in QuickBooks Desktop, you'll need to click anywhere within the report to apply the changes. Here's an article for further details: Customize reports in QuickBooks Desktop.

 

Please comment down below if you have clarification or additional information in fixing this concern. I'd be glad to assist you. Stay safe and hydrated!

M
MPC7Author
December 1, 2022

Hi team,

Please see below cap screen for your understanding, including our setting in customize report and the report heading. I have created a customize report, which the period I chosen, the report will not follow my change (the last cap screen). Can you please advise how to change the setting?

 
 

 

BigRedConsulting
BigRedConsultingAnswer
December 2, 2022

It looks like you changed the default text for this period from "January through December 2022" to "January 2022 through December 2022".

 

Once you do that, then the text is considered customized and no longer updates when you change the date range of the report. As far as QuickBooks is concerned, you might have entered "Mikey Mouse" in the field. It just knows you customized it and so it stops updating it.

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