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Create, view, or edit a Management report

by Intuit•3• Updated 1 week ago

Learn how to create, view, and send Management reports in QuickBooks Online. Create branded, presentation-ready reporting packages that combine financials, KPIs, and charts to share with your clients or other stakeholders.

The Management reports experience helps you create beautiful and professional-looking Management reporting templates in QuickBooks Online. Use this tool to add charts, tables, images, text, and smart chips to your reports.

View the different management reports

QuickBooks Online automatically creates management report compilations which contain several reports for easy viewing and sharing with your company or associates.

Here’s how to view each report:

  1. Follow this link to complete the steps in product Open this link in a new window
  2. Choose which 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 â–Ľ dropdown, select a time range for the reports, or select a custom date range.
  4. Select Preview to preview the PDF document. From the preview:
    • Select Print and follow the steps if you want to print a physical copy of the report.
    • Or, select Save as PDF and follow the steps to save the report.
    • Or, select the close icon X to close the report.
  5. Or, select the dropdown next to Preview to perform one of the following actions:
    • Edit 
    • Send
    • Export as PDF
    • Export as DOCX
    • Duplicate
    • Delete (Not available for default compilations provided by QuickBooks.)

Tip: Reports print most accurately in Google Chrome. Using other browsers may cause layout or formatting differences.

Add a Standard report to a Management report

  1. ​Follow this link to complete the steps in product Open this link in a new window
  2. Find the report you want to add, select the more options Vertical ellipses icon. 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.

Add a Custom report to a Management report

  1. Follow this link to complete the steps in product Open this link in a new window
  2. Find the report you want to add, select the dropdown Dropdown arrow icon. in the Action column, 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.

Create a Management report

Management reports go beyond tables to create narrative-driven reporting packages.

  1. Follow this link to complete the steps in product Open this link in a new window
  2. You can begin with a pre-built template, or select + Management report to draft from scratch.
  3. Give your report a name and add or update other fields as needed.
  4. When you’re finished making the report, select Save and Close.

Combine cover pages, executive summaries, KPI widgets, dashboards, and financial reports into a single, multi-page document.

Customise the report content

Within the report editor, you can:

  • Add text blocks for commentary or executive summaries.
  • Apply branding like logos, fonts, and colours to match your company style.
  • Insert smart chips for KPIs and date ranges that auto-refresh with live data.
  • Drag and drop elements (reports, charts, KPIs, text) into different sections.

Share and Export your report

When your report is ready, you can export it as a PDF or DOCX file, or send it in an email to executives or clients.

Edit management reports

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

  1. Follow this link to complete the steps in product Open this link in a new window
  2. Find the report you want to edit, select the dropdown Dropdown arrow icon. in the Action column, then select Edit.

Template name

  • You can change the template name or the report period from the â–Ľ dropdown on the screen that appears.
  • Other options are in different sections you can select from the side panel.

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.

Table of contents

You can edit the following:

  • Hide or show the 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.
  • Page title: Edit the title of this page.

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.

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 the edit icon Image of the edit icon. on a report to change the Report type, Report title, Report period.
  • Select the delete icon Delete icon. to delete a report.
  • To reorder a report in this document, select the reorder icon 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 to add visualised data to your management report. The charts you see here come from your custom reports.

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.

More options

You can edit the following:

  • Fields: Shows the {Company name} and {Report end date} 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.
  1. When you're done, select Save and Close.