Create, view, or edit a Management report in QuickBooks Online and Intuit Enterprise Suite

Management reports in QuickBooks Online Advanced and Intuit Enterprise Suite allow you to create branded, presentation-ready reporting packages that combine financials, KPIs, and charts. These tools enable you to build narrative-driven documents for clients or stakeholders using live data, custom branding, and AI-powered insights.

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

Create a management report

Build a multi-page document from scratch or use templates to combine cover pages, executive summaries, and dashboards.

1. Go to Reports , then Management reports (Take me there).
2. Select + Create report.
3. Choose a pre-built template or select Create custom to start from scratch.
4. Within the report editor, drag and drop elements like reports and charts.
5. Apply company branding, including logos, fonts, and colors.
6. When finished, select Save and Close.

Note: To quickly find your most-used reports, mark them as favorites so they appear at the top of your Reports page.

View management reports

QuickBooks Online provides automatic report compilations such as Company Overview, Sales Performance, and Expenses Performance.

1. Go to Reports , then Management reports (Take me there).
2. Choose a report compilation to view.
   • Company Overview: Contains Profit and Loss and Balance Sheet reports.
   • Sales Performance: Contains Profit and Loss, A/R Aging Detail, and Sales by Customer Summary reports.
   • Expenses Performance: Contains Profit and Loss, A/P Aging Detail, and Expenses by Vendor Summary reports.
3. In the Report Period dropdown, select a time range or a custom date range.
4. Select Preview to view the PDF.
5. Select the dropdown next to Preview to Edit, Send, Export as PDF, or Delete.

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

Add components and visuals to a report

Enhance your packages by adding standard reports, custom reports, or visual chart widgets.

Add a Standard report

1. ​Go to Reports , then Standard reports (Take me there).
2. Find the report you want to add and select more options (three vertical dots) or the Action column dropdown.
3. Select Add to Management reports.
4. Choose to create a new report or add to an existing one, then select Add.

Add a Custom report

1. Go to Reports , then Custom reports (Take me there).
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.

Add chart widgets and KPIs

Include custom KPIs and multi-entity KPIs in your visual widgets.

1. Within the report editor, select Add Chart.
2. Select from the list of available KPIs, which now includes your Custom KPIs.
3. For consolidated views, you can pull in multi-entity KPIs to create chart widgets.

Detailed Analysis

When working with A/P & A/R Summary reports, select specific aging totals to see exactly which overdue items and invoices are included in that balance. You can also select the balance on accounts with $0 totals to see the underlying transactions and activity that make up that amount.

Within the report editor, you can:

• Add text blocks for commentary or executive summaries.
• Apply branding like logos, fonts, and colors 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.

Financial Accuracy

• GAAP-Aligned Ordering: Reports like the General Ledger display accounts in proper order (Assets, Liabilities, Equity) instead of alphabetically.
• Flexible Display: Accounts with no activity or balances are hidden by default to provide a cleaner view. It’s still possible to display them if needed.
• Dynamic Data: Insert smart chips or use "This period" or "Last period" placeholders for dynamic date ranges.

Manage data and placeholders

• Smart chips: Insert smart chips for KPIs and date ranges. Select This period or Last period placeholders for dynamic date ranges.
• Reports and charts: Select Edit on a report to change its type or select reorder to drag it to a new position.
• End notes: Include a breakdown of sub-accounts or enter custom page content.
• Filtering: Select Show only non-zero rows and columns to hide empty data sets.

Export and share reports

Share your reports directly from the platform or export them for external use.

• Email from Intuit Enterprise Suite: Share reports via email as an attached PDF directly within the Intuit Enterprise Suite platform.
• Share Link: Publish a link for executives.
  • Note: Viewers must have QuickBooks access and be logged in.
• Export: Save the report as a PDF or DOCX file to your local device.
• Custom Group Scheduling: Schedule and share entire groups of custom reports at once.
• Expanded Formats: When scheduling report groups, you can export in PDF, XLSX, and CSV formats.

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

1. Go to Reports , then Management reports (Take me there).
2. Find the report you want to edit, select the dropdown in the Action column, then select Edit.

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 {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.

3. When you're done, select Save and Close.

Related links

• Create and edit reports in Spreadsheet Sync in QuickBooks Online Advanced or Accountant
• Set up and use projects