New management report shared across firm

Yes, you can create a custom report and share it with your team members, Jack.

In QuickBooks Online (QBO), as long as you have the right access. You'll have the option to customize reports.

Here's how you can customize reports:

1. Navigate to the Reports menu.
2. In the search field, type in the report you want to customize. 
3. When you have the report open, click on the Customise button.
4. After customising, click Run report.
5. Choose Save customization and select All under Share with, then Save.

For thorough details, check out this article: Manage and share custom reports in QuickBooks Online Accountant.

Please know that I'm only a few clicks away if you have any follow-up questions about customizing reports. Have a good one!

Yes, so I've done that but want the same report to be copied across to other clients I look after. Can I do that without having admin access? 

Hi Jack, thanks for getting back to us here

It's not possible to copy custom reports across different clients' company files. You would need to create the report in each file, and then share it with your accounting team by following the steps below:

1. Open your client's QuickBooks Online company.
2. Go to the Reports menu and then the Standard tab.
3. Follow the steps to customise a report.
4. Select Save customisation.
5. In the Custom report tab, select the report you want to share and select Edit from the dropdown ▼ in the Action column. In the Share with dropdown, select All to share it with all the client's users, or Firm only to only share it with accountants at your firm.
6. Select Save.

For further tips, see how to manage and share custom reports in QuickBooks Online Accountant.