How do we get a summary / collapsed version of the Management report

Allow me to share some insights about getting a summary/collapsed version of the Management Reports in QuickBooks Online, @laightian-gmail-.

The option to summarize Management Reports in QuickBooks Online is currently unavailable. You can export the report as a PDF or DOCX instead as a workaround. Then you'll want to customize or collapse the report outside QuickBooks.

Here's how to export:

1. Open the Reports menu from the left. 
2. Go to the Management Reports tab.
3. Choose your report period.
4. Preview your chosen template.
5. Once done, select either Export as PDF or Export as DOCX.

Furthermore, I suggest sending us your feedback to let our product engineers know about it. This way, they can consider it in the next feature release to improve your QBO experience.

1. Go to the Gear/Settings icon.
2. Click on Feedback.
3. Enter your product comments or suggestions.
4. Once done, hit Next to submit feedback.

For future reference, check out this article to know more about handling Management Reports in QBO: Management Reports Overview.

The Community is always available for assistance any time of the day. Just leave a reply to this thread for additional concerns about reports or QuickBooks. Keep safe!