UI / UX Suggestions
released
Roman Villard
Note: this is based on a 'standard report' P&L navigation...
- Report only scroll (vs full window scroll) design more difficult to navigate
- 'Display columns by...' - a key option that most accountants use that now is 3 clicks + typing away. Difficult UI to navigate to get to a simple P&L by month view.
- Report column sizing now compressed with 'display by' banner taking up real estate on east side.
- 'Save before exiting'? Rarely, or else I would have already saved it. Oftentimes, accountants have a habit of running quick reports, updating view parameters, and want to get out. Not always a report that they want to save or re-run (makes sense to save those for custom). The pop-up window every single time is a bit obtrusive.
I'm saying the level of impact is minor, but it drives me crazy.
Subhanan Sahoo
marked this post as
released
Subhanan Sahoo
Roman Villard Molly Pellegrino Jonathan Bello Glad to inform about few improvements on the feedback provided.
- Page-level Scrolling: You can scroll anywhere on the page — not just within the table — for a smoother, faster browsing experience that feels natural and efficient.
- Saving before Exit: We’ve removed the unnecessary “Save Report” pop-up that appeared after every customization. You can now decide when to save — no interruptions, no extra clicks.
- Extra clicks to get the 'Display by months' view - We’ve redesigned the reporting interface to give you the best of both worlds — the familiar ease of Classic view and the advanced power of Modern reports.
This New UI is being rolled out to all customers in phases. We should be able to view this change for all companies in a months time. Attaching a screenshot of the new UI for reference.
M
Molly Pellegrino
Yes to all above. Though it seems as of today the annoying "want to save before exiting" popup window was finally disabled!!
Nipun Bhatia
Hey Roman, part of the feedback on scrolling is on the roadmap as part of this post: https://quickbooks.canny.io/modernized-reports-beta/p/page-level-scroll-on-modern-reports.
Chris Macksey
I agree with the above sentiments. There's a lot of extra unnecessary clicks with Save and exit, I've never once actually used it as Ive never encountered a use case for it. The burying of customization in the right suitcase alone makes me switch back to classic reporting because of the extra clicks.
Aditi Sahani
marked this post as
planned
Ninad Marathe
Thanks for your feedback, Roman! We'll work on fixing this.
Aditi Sahani
marked this post as
under review
Aditi Sahani
Thanks for your feedback, Roman! We’ve tagged this as a feature request and will share it with our product team in our upcoming review.