PC.6.I.4 - Customizing Reports
- 9 steps
ProAdvisor Challenge
This exercise is a ProAdvisor Challenge provided by Intuit. To find the original, log in to your QuickBooks Online Accountant (QBOA) account, then follow this path:
- In the left navigation bar, hover over ProAdvisor, then click **Training**.
- Click the **Training Library** tab.
- Click **QuickBooks Online** to expand (it may already be expanded).
- Click on the **Reports** tile.
- Click **Intermediate Skills** to expand, if necessary.
- Click on the **4. Customizing Reports** section.
The exercise can be found towards the bottom of the page, under ProAdvisor Challenge.
*Note: You may need to answer the Knowledge Check before having access to the ProAdvisor Challenge section.*
The Sample Company
1
To complete this exercise, you must be in the Sample company. To get into it, click on the Gear icon on the top right corner of the screen, then select Sample company.
Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.
Hands On Practice
Now let's get started with the exercise. As a reminder, here is the scenario:
Your client, Craig, asked you to help him create a customized report to see how his business is performing on a quarter-by-quarter basis.
Here’s what you need to do:
- Create a **customized Profit and Loss report**
- Make the date range **This year**
- Display columns by **Quarters**
- Select the option to display **% of Row**
- Call the report **Special Quarterly Performance Report**
2
On the left navigation bar, click "Reports".
3
Click "Profit and Loss".
4
In the Report period field, select "This Year".
5
In the Display columns by field, select "Quarters".
6
In the Compare another period field, click the "checkbox" next to % of Row.
7
Click "Run report".
The Profit and Loss report has been run the way Craig requested, but the report header still needs to be changed.
8
Click the "pencil icon" to make it editable.
9
Where it currently says Profit and Loss, delete it and type "Special Quarterly Performance Report".
The report is complete! From here, you can email, print, or export the report for Craig.
🏋️♀️ Get More Practice
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