In the main menu, find your Organisation and go to the Reports section. There, open a high-level (Request reports) or item-level report (Line Item reports):
There are default reports already available, which can be adjusted if required.
However, you also have the option to create your own report with filters that reflect your particular needs.
This is how you set up a custom QuickBooks Online report
Click on the +NEW REPORT button on the Reports page:
Select the request type(s) for which you want to create a report and click on NEXT:
Specify the required report filters, then click on NEXT:
Activate the checkbox next to each column you want to be visible in the report:
When finished, click on NEXT.
Lastly, name your report and then click on CREATE:
The following options are available:
Rename the report
Export the report to a CSV file
Print the report
Remove the report
Copy the report (i.e. save it as a new report)
Edit the report
Sort the information in the columns (hover over the respective column and click on the arrow):
Move columns (via drag and drop)
Download an audit report archive for all requests
Download the attachment archive for all requests
To apply your choices for the report, click on SAVE.