Management Reporting

When you add a report to a Management Report with a custom name, QuickBooks saves both the original report name and your custom display name. Normally, your custom name takes priority when the report is generated.

You can troubleshoot the issue by editing and re-saving the report to force the personalized text to reload, checking whether the problem affects all reports or only specific ones.

Here’s how:

1. In the left menu, select Reports.
2. Click on the Management Reports tab.
3. Find the affected report, click the drop-down menu next to it, and select Edit.
4. Review the report settings and individual report tabs to ensure your custom names are entered.
5. Click Save draft to apply the changes and refresh the display names.

Once you complete these steps, the document will successfully re-sync with your chosen name, ensuring that the updated titles appear correctly when you preview, print, or export.

Let us know if you have further concerns. We will provide ongoing assistance.