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View and edit management reports in QuickBooks Online

by Intuit Updated 2 weeks ago

Using management reports, you can create presentation-worthy reports that bring previously disparate reports into one. You can then view and edit them based on your needs!

View the different management reports

QuickBooks Online puts together multiple reports in a convenient management report compilation, which can be viewed and shared between your business and colleagues.

Here’s how to view each report:

  1. Go to Reports (Take me there) and select Management reports.
  2. Choose which one of the following report compilations you’d like to view:
    • Company Overview: Contains Profit and Loss, and Balance Sheet reports.
    • Sales Performance: Contains Profit and Loss, A/R Ageing Detail, and Sales by Customer Summary reports.
    • Expenses Performance: Contains Profit and Loss, A/P Ageing Detail, and Expenses by Supplier Summary reports.
  3. From the Report Period ▼ dropdown, select a time range for the reports, or select a custom date range.
  4. Select Preview to preview the PDF document.
  5. Select Print if you want to print a physical copy of the report, or select Close.

Download, send, or copy management reports

  1. From Management reports, select the Action ▼ dropdown for one of the reports.
  2. Select one of the following options:
    • Send: A window opens where you can edit recipients, subject line, and message before sending the report PDF via email.
    • Export as PDF: Download a PDF version of the report to your device.
    • Export as DOCX: Download a DOCX version of the report to your device.
    • Duplicate: Creates a copy of the report on the Management reports page. To delete the copy of a report, select the Action ▼ dropdown, select Delete, then select Yes to confirm.

Edit management reports

You can edit any of the management reports and save a copy to share. Here's a quick look at what you can edit:

  1. From Management reports, select the Action ▼ dropdown for a report, then select Edit.
  2. You can change the Template name or the report period from the ▼ dropdown on the screen that appears. Other options are in different sections, which you can select from the side panel.
  3. On the Cover page, you can edit the following:
    • Template: Select a prebuilt cover style for your cover page.
    • Logo: Choose if you want to display your company logo.
    • Cover title: Edit the title of the report up to 100 characters.
    • Subtitle: Shows your company name.
    • Report period: Shows the report end date.
    • Prepared on: Shows the date on which the report was created.
    • Prepared by: Enter the name of the person who prepared this report.
    • Disclaimer: Shows "For management use only". Can be edited up to 90 characters.
  4. On the Table of contents, you can edit the following:
    • Hide or show Table of Contents: Select or de-select the Image Alt Text icon from the side panel if you want to hide or show a table of contents in this report.
    • Title: Edit the title of this page.
  5. On Preliminary pages, you can edit the following:
    • Hide or show this page: Select or de-select the Image Alt Text icon from the side panel if you want to hide or show this preliminary page in this report.
    • Page title: Edit the title of this page.
    • Page content: Enter and format paragraph text in this field.
    • Add new page: Select this option to add another preliminary page to this report.
  6. On Reports and charts, you can edit the following:
    • Hide or show this page: Select or de-select the Image Alt Text icon from the side panel if you want to hide or show this page in this report.
    • Select Edit Image of the edit icon. on a report to change the Report type, Report title, Report period, and select if you want to compare the previous year and/or period.
    • Select Delete Delete icon. to delete a report.
    • To reorder a report in this document, select reorder Arrange icon. and drag it to your desired order.
    • Add Dropdown arrow icon.: Select this option to add a new type of report to your document. You can select the Report type, Report title, and Report period. If you’re a QuickBooks Online Advanced user, you can select Chart type reports to add visualised data to your management report. The charts you see here come from your custom reports.
  7. On End notes, you can edit the following:
    • Hide or show this page: Select or de-select the Image Alt Text icon from the side panel if you want to hide or show this page in this report.
    • Include breakdown of sub-accounts: Creates a schedule that breaks down any sub-accounts for line items. You can view these when you preview the report.
    • Page title: Enter a title for the end notes page.
    • Page content: Enter and format paragraph text in this field.
  8. In More options, you can edit the following:
    • Fields: Shows the {Report end date} and {Company name} variables. The company name variable can be changed here.
    • Header: Enter page header text, or select one of the Fields variables.
    • Footer: Enter page footer text, or select one of the Fields variables.
    • Show only non-zero rows and columns: Choose if you want to hide line items and columns containing no data.
  9. When finished, select Save and Close.

Add standard or custom reports to management reports

You can add your standard and custom reports to management reports right from the Reports (Take me there) page.

  1. Go to Reports (Take me there) and select either the Standard or Custom reports tab.
  2. Find the report you want to add, select more options Vertical ellipses icon., then select Add to Management reports.
  3. Select either Create a new management report or Add to an existing management report.
  4. Enter the name of the new management report, or select an existing management report.
  5. Select Add.
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