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phylwith
December 24, 2023
Question

Unable to edit custom report group

  • December 24, 2023
  • 2 replies
  • 0 views

I have several custom report groups setup so that I can send multiple reports to the same group of people, regularly each month on the same day.  This has been setup this way for several years and each year about this time, I need to edit the group to modify the recipients of the reports.

I am able to edit the schedule and email recipients for individual reports but when I click edit on a custom report group, the system just stalls and never responds.  I have confirmed this to be an issue within multiple browsers (Safari, Chrome and Brave) and also in the Mac app.  I have both an accountant account and a user account and the behavior is the same. I reported this to Intuit support several days ago and was told there was an open case for this and I would be notified with updates.  I have never received any such updates so I wanted to post here to see if others have experienced this and if there is a workaround.  I really need to modify the recipients for these  reports within the next week.

I have also confirmed this behavior is the same if I setup a new report group.  Once I add a report to a group, I am not able to access the settings to enter the email addresses or the schedule.  If I click edit, the system never responds.

I am using Quickbooks Online Advanced.

 

2 replies

C
CamelleT
December 24, 2023

Hi there, phylwith.

 

Upon checking, the investigation is still ongoing. Our product engineers are working on resolving the issue. I recommend checking your email from time to time since update will be sent from there for all affected users.

 

Additionally, I'll add this article to help you format the layout and filter the specific accounts or customers in your reports: Customize reports in QuickBooks Online.

 

Comment below if you have further questions about managing your custom reports, and I'll get back to assist you. Stay safe!

L
LCAV
December 29, 2023

Same Trouble here....I have created a group of reports for each fiscal year for the last 6 years that all have customized date ranges.  I can't add reports to my 2023 group as I would like to.  

J
JanbonN
December 29, 2023

Hello there, @LCAV. I understand the importance of organizing your reports. We want you to have a better experience than this.

 

After a thorough investigation, I found out that there's an ongoing inquiry related to your concern. Our engineering team is already working hard to resolve the issue as soon as possible. Rest assured that we will keep you updated on the progress.

 

To ensure you receive updates regarding this issue through email, I suggest contacting our support team and requesting to be added to the list of affected users.

 

To reach a live representative, here's how:

 

  1. Log in to your QuickBooks Online Company.
  2. Click on the Help button at the top of the page.
  3. Choose the Search tab, then click Contact us.
  4. Type in your concern, and click Continue.
  5. Under Callback, click Have us call you button. This will route you to enter your details.
  6. After that, select Get a call.
  7. You will now be added to the queue and wait for us to call you.

 

Alternatively, you can check this article, which has our support hours to avoid inconvenience and a phone number you can call: QuickBooks Online Support.

 

Moreover, you can refer to this article that contains the instructions on how to print, email, and export your business snapshots: Run reports in QuickBooks Online.

 

Please let me know if you have further concerns about your reports in QBO. I'll be here to provide assistance. Take care.

B
BookkeepChris
July 26, 2024

Are there any updates on this feature? I was wondering if it had to do with the clients plan until I googled and saw the question. I hope QBO gets it resolved soon, its causing me to do extra work!

K
KayePe
July 26, 2024

The investigation in this thread has been closed, @BookkeepChris. I can offer some guidance on modifying the recipients of your custom report groups in QuickBooks Online (QBO).


In QBO, you can edit the recipients of a report group only if the report is in classic view. If the report is in modern view, you can only edit the report group name, not its recipient. For a visual guide on this, refer to the photos provided:

 

 


Based on this, I suggest creating a new custom report in classic view and setting up a new report group to modify the recipients.

 

On the other hand, if you still can't modify the recipients after creating a new report group in the old layout, contacting our support team is recommended. They also have the expertise to help you understand your concern and can provide another workaround for achieving your goal. Here's how to contact them:

 

  1. Log in to your QuickBooks Online company.
  2. On the upper right corner of your screen, click on Help (?).
  3. Select or type Contact Us.
  4. Start entering your concern, then select Let's Talk.
  5. Please choose a way to connect with us:
  • Assistant tab and select Talk to a human.
  • Search tab and click on Contact Us to connect with a support expert.


Furthermore, you may also put your custom reports into management reports for easy viewing and sharing with your company or associates.


We're here to assist you in many ways if you still have questions about handling reports. Feel free to come back anytime.

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