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Customizing Reports

The Modify Report button appears on the top of every report you produce in QuickBooks. Use this button to change standard reports into reports that provide exactly the information you need. Select the accounts, columns, header information, and style for any report you produce. When you're satisfied with your changes, you can memorize the report for easy retrieval later. In this example, we start with the Open Invoices report and produce a streamlined report that shows only invoices with balances over $1,000.

Change the Dates and Columns on a Report

Select Customers & Receivables from the Reports menu.

Select Open Invoices from the side menu.

Make any change in the report date right on the report screen.

Click the Modify Report button.

You can also make changes to the report date here.

Check or uncheck any columns you want to add or remove from the report.


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