Easy Tech TutsHow to Create a Custom Report in QuickBooks Online Easily 2026
By Impran M N
Standard reports don't always show the numbers that matter most to your business, which is where QuickBooks Online's custom reporting comes in. This guide covers accessing the reporting feature, customizing fields and filters, and saving or scheduling the report for future use. Whether you're tracking sales by category or billable hours by client, this walks you through building a report tailored to your needs.
01Access the reporting feature
Open the reporting section of QuickBooks Online where you can start building a custom report from scratch.
02Customize report fields and filters
Select the specific data points and filters relevant to what you want to analyze, whether that's income, expenses, or specific transactions.
03Save and export your report
Save your custom report configuration and export it in the format you need for further analysis or sharing.
04Schedule automated report generation
Set the report to auto-generate on a recurring basis so you don't have to rebuild it manually each time.
Frequently asked questions
Can I save a custom report to reuse later?
Yes, once you've built a custom report, you can save its configuration in QuickBooks Online so you don't need to recreate it from scratch next time.
What file formats can I export reports to?
QuickBooks Online typically supports common export formats for reports, making it easy to share or analyze data outside the platform.
Can custom reports be automated to run on a schedule?
Yes, you can set up scheduled report generation so your custom report updates and delivers automatically without manual triggering.
Is this feature useful for service-based businesses?
Yes, service-based businesses can use custom reports to track things like billable hours by client, while retail businesses might focus on sales by category.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
