Management reports

In QuickBooks, the Company Overview, Sales Performance, and Expense Performance reports are default and cannot be deleted. I'll help you understand how these reports provide essential insights into your business's financial health.

The Company Overview includes the Statement of Activity and Financial Position while the Sales Performance features the Statement of Activity, A/R Aging Detail, and Sales by Customer Summary. The Expense Performance consists of the Statement of Activity, A/P Aging Detail, and Expenditures by Vendor Summary. Note that these management reports are vital for effective business management, and as such, cannot be removed from the system.

Additionally, you have the option to filter a report to display specific accounts or customers or format the layout to ensure the right data appears in the right place. For guidance on how to do this, please refer to this reference: Customize reports in QuickBooks Online. 

If you have any more questions while handling reports, please feel free to reach out. We are committed to providing you with the best support and assistance possible here in the Community.

This makes no sense from an Intuit perspective (or it does and you are very smart).   The canned management reports contain very sensitive information.   Others that have ANY role whatsoever in the system can see this information if they are smart. The only way around this is to upgrade Quickbooks online to the Advanced version which costs another $2,000.   There is no way to use Roles in any version lower than Advanced to hide this information from any user with any role, which is disappointing.   The ability to DELETE these Management Reports should be an option.

This makes little sense.  The ability to delete these canned Management Reports should be an option.  Other users in the system, regardless of the role they have, can see these reports.  There is no way to hide this information unless you upgrade to Advanced which costs another $2,000.  Either Intuit is being very smart about this to get users to upgrade or they missed the ball.  Deleting these Management Reports should be an option for all users.  They contain sensitive information.

Good morning, @DarrinShamosh. 

I appreciate you coming back and expressing your concerns. 

I can see how beneficial this would be for your business if you could delete these reports. However, I recommend submitting feedback so that our Product Developers can consider adding this as an option in QuickBooks Online. Here's how: 

1. Go to the Gear icon.
2. Press the Feedback option.
3. Enter your suggestions.
4. Hit Next to submit them.

Feel free to reach back out if you have any other questions. Have a wonderful day!