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Report groups let you save the reports in the group as a PDF or email the reports in the group to people on a regular basis.

Type a name for the new report group into this field and then click the adjacent “Add” button. Doing this adds a “New group name” field to this drop-down menu. You can also click the adjacent “Add new group” link to create a new report group, if needed. To add this report to an existing customized report group, use the “Add this report to a group” drop-down to select the name of the report group. Type a custom report name into the “Custom report name” field in the drop-down menu. To save custom reports in QuickBooks Online, click the “Save Customization” button in the upper-right corner of the standard report you customized. You can save custom reports in QuickBooks Online so you won’t need to recreate them again. Save Custom Reports in QuickBooks Online: Overview QuickBooks Desktop (PC/Windows) 2022-2015.Mac OS Ventura-Mojave Keyboard Shortcuts.