Management Reports - report period

Hello there. I appreciate you providing details of your concern. I got your back to ensure you'll get the correct data for your management report. 

When running the management report in QuickBooks Online (QBO), the date selected in the Report Period dropdown will be the time range of the data displayed in the report. On the Cover page section, the Report period shows the report end date. For more details, check out this article: View and edit management reports in QuickBooks Online.

To resolve this, we can perform some troubleshooting steps to determine if this is a browser-related issue. Doing this will provide us with a clean slate to prevent any issues. Below are the shortcut keys you can use:

• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Microsoft Edge: press Ctrl + Shift + P
• Safari: press Command + Shift +N

Once signed in, attempt to edit the date of the management report again. From there, check if this will now show you the correct data. If this works, go back to your regular browser and clear the cache to eliminate the piled-up cache. If the same thing happens, you can use another supported browser or device. 

If you have any other concerns managing your report, please don't hesitate to leave a reply below. I'll be here ready to lend a hand have a good one and stay safe. 

Thanks for the tip, but unfortunately it didn't work. I tried everything.

Incognito window. Cleared cache. Tried a different browser (edge instead of chrome, also cleared cache). I even tried a different computer under someone else's browser. Nothing worked. No matter what initial dates I put into the management report it returns the dates of each original sub report.

I did notice that within the management report I can edit the dates of each sub report one by one from the reports section. That is slightly easier than editing the dates of the original reports separately.

Thanks for keeping us updated, budgie315.

I'm glad to hear that you were able to find a resolution. I also appreciate you taking the time to post the procedures you've performed to resolve the issue. This will surely help other users who encountered the issue.

The QuickBooks Community will always be around to lend you a hand any time you need help. If you have any other questions or concerns, don't hesitate to ask. Have a great rest of the day!

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Data Management Software is a type of software that is designed to help organizations manage their data effectively. It typically includes features for data storage, organization, retrieval, backup, and security.

Explore the list of top Data Management Software in India, the US & Globally For 2023. Compare the best Data Management System and choose the right one.

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Hi, I thought I would chime in.  I have tried everything you mentioned, but even I typed in exactly the same wording as the reports that come with management as QuickBooks reports it did not act the same.  I copied the original management report commands from the line I wanted to edit and it worked.  I now have a report that gives me the end date automatically on the report without me typing it in.

my copied line: *  For the period ended {Report end date}. *   Notice the brackets, no asterisks.

Please tell people to look at the reports that QBO has automatically loaded and copy and paste the lines they want filled to current date. 

Example:  For the period ended {Report end date},  notice the brackets.

It seems that QBO has done some work here and now the report dates are working properly. The management reports have become an invaluable tool for me to put together a block of reports each month quickly and easily, so I'm very grateful that the date issue has been resolved.

The reports are still not displaying properly. I have to go into the management report and update the time period for each report. It's easier to just print out the original custom reports and send those. The whole point is to make it automatic. If I have to go in and update them before I can send them, what's the point?

Please let me know when you have fixed the problem.

I understand the challenges you're experiencing with the reports not displaying properly in QuickBooks Online (QBO). 

When generating a management report in QuickBooks Online (QBO), the data displayed in the report will correspond to the time range specified in the Report Period dropdown selection.

However, If you've already tried the troubleshooting steps above and the issue persists, I suggest contacting our Customer Care Team. This way, they'll be able to check your account and provide a screen share. 

Here's how to reach them:

1. Click the Help menu in the upper-right-hand corner.
2. Type in Talk to a human, then press Enter.
3. Select Contact Support Team.
4. Type again Talk to a human and click Contact Support Team.
5. Choose a way to connect with us

For future reference, you'll want to memorize to save your customized report. Check out this link for further instructions: Memorize reports in QuickBooks Online.

Keep in touch if you have additional questions about managing your report. I'm always here to help. Have a great day.