Let me provide some information on scheduling management reports in QuickBooks Online (QBO), Cristina.
In QuickBooks Online, we can send a custom report via email on a recurring schedule. Unfortunately, this feature isn't available yet for management reports. Also, you can only send the custom report manually on the day you want to send it within the program. I suggest sending feedback to our Product Development team regarding the significance of this feature. This will help them consider it for future program improvements and updates.
You may refer to the steps below:
- Click the Gear icon, then select Feedback.
- Enter your feature requests and product suggestions in the field.
- Click Next to submit.
In addition, you can view, edit, and download your management reports in QBO for extra copies.
For detailed steps on scheduling and managing custom or memorized reports, refer to this article: Set schedule and email information for a memorized report.
Moreover, you can check this article to learn how to customize your reports and filter the details that matter to you the most in QBO: Customize reports in QuickBooks Online.
Please let us know if you have any questions or concerns regarding your management reports in QBO. We are always here to assist you. Take care.
