Management Report not working with Custom Report

Hi there, phylwith.

I appreciate you reaching out and providing detailed information about your concern with the Management report. I'm here to let you know that your opinion and feedback are greatly appreciated.

Here at Intuit, it's our goal to address the needs of every QuickBooks user around the globe and make sure you get the best experience possible. I understand the importance of utilizing the Management report feature to address the needs of your business.

At this time, grouping multiple new custom reports into a single group so they can be emailed with one email isn't an option. As well as adding a new custom report to a management report and having the ability to schedule and email .pdf versions of some reports. While the abilities you're looking for aren't available in the Management report, you can consider using a third-party tool that can help you with your business needs.

While we continue to make your experience with us even better, in the meantime, I recommend sending this request straight to our product engineers through feedback. It helps us improve the features of the program.

To send feedback, follow the below steps:

1. Go to the Gear icon at the top.
2. Select Feedback.
3. Enter your comments or product suggestions. 
4. Then select Next to submit feedback.

To be updated with the recent and upcoming changes for QuickBooks products, visit this link: QuickBooks New Features and Innovations.

For future reference, here's a great resource to help you close out your current year and prepare for the new year in QuickBooks with your accountant: Year-end guide for QuickBooks Online.

If there's anything else you need help with, please let me know by commenting below. I'm always here to answer any questions you may have. Take care.

@phylwith just in case you want confirmation of what Intuit's team member actually just told you, here is a summary without the fluffy platitudes:

1. Intuit removed this feature. No warning. Yes it worked fine for you all this time and was essential to your workflow. But it's gone now and they are not providing other options.

2. You should consider other software to fulfill your business needs that Intuit is no longer going to support. (If you have any ideas on Quickbook alternatives, please share! Our business also has the goal of moving to different software that has the features that Quickbooks has recently removed.)

3. Although you took the time to provide feedback here on the forum, no one cares. Yes, a paid Intuit team member read and even replied to your feedback, but they will not be forwarding it up the chain to get it fixed in any way. 

Hope that helps!

Yes - pbj10 - you are exactly right.  It is time to look for other options.  Frustrating for sure.

If the new custom reports aren't designed to work with Management Reports, why is it even an option to add to a Management Report from the Custom Report More Action dropdown (see attachment)?

I am having the same issue.  It allows us to create a new management report and add reports to it but it does not save the customization.  Does anyone know if this is work in progress?  I have already exhausted the help menu.

Adding management reports to custom reports is currently unavailable, @D Lane.

I suggest raising this with our software engineers so they can look into adding it as a feature in the next update to meet the business needs of our users. Here's how:

1. Click the Gear icon and choose Feedback.
2. Enter your feedback Suggestion.
3. Press Next.

The more requests this gets, the more it is to be implemented.

On top of that, we can track the progress of our feature request by visiting our Feedback forum page.

Moreover, here's an article that can help you save the current customization settings of your reports for future use: Memorize Reports in QuickBooks Online.

If you still have any trouble with your custom and management reports or other transactions in QBO, please let me know, and I'll do everything I can to help here in the Community. Keep safe always.