Create, view, or edit a Management report

Learn how to create, view, and send Management reports inQuickBooks Online Advanced and Intuit Enterprise Suite. 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.

If you're interested in support any time, any day, consider upgrading to QuickBooks Online Advanced.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view

View the different management reports

1. Follow this link to complete the steps in product
2. Choose one of the following report compilations you’d like to view:
   • Company Overview: contains Statement of Activity and Statement of Financial Position reports.
   • Sales Performance: contains Statement of Activity, A/R Aging Detail, and Sales by Customer Summary reports.
   • Expenses Performance: contains Statement of Activity, A/P Aging Detail, and Expenditures by Vendor Summary reports.
3. In 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 the dropdown next to Preview to perform one of the following actions:
   • Edit 
   • Send
   • Export as PDF
   • Export as DOCX
   • Duplicate
   • Delete
6. Select Close.

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
2. Find the report you want to add, select more options, 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
2. Find the report you want to add, select the dropdown 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
2. Select + Create report.
3. You can begin with a pre-built template, or select Create custom to draft from scratch.
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.

Customize the report content

Within the report editor, you can:

• Add text blocks for commentary or executive summaries.
• Apply branding like logos, fonts, and colors to match your companyv 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, send it in an email, or publish it as a link to share with executives or clients.

Note: In order to view the link, you need to have access to a QuickBooks account and be logged in.

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:

Follow this link to complete the steps in product

Template name

• You can change the Template name or the Report period 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:

• Cover style: Select a prebuilt 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 by: Enter the name of the person who prepared this report.
• Prepared date: Shows today’s date.
• Disclaimer: Shows “For management use only”. Can edit up to 90 characters.

Table of contents

You can edit the following:

• Include Table of Contents: Choose if you want to include a table of contents in this report.
• Page title: Edit the title of this page.

Preliminary pages

You can edit the following:

• Include this page: Choose if you want to include 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:

• Select Edit 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 to delete a report.
• To reorder a report in this document, select reorder and drag it to your desired order.
• Add : 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 visualized data to your management report. The charts you see here come from your custom reports.

End notes

You can edit the following:

• Include this page: Choose if you want to include 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 {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.

When finished, select Save and close.

1. Follow this link to complete the steps in product
2. Find the report you want to add, select more options , 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.