Publish a dynamic report to a URL

Yo_Be_Low2 · ‎June 27, 2024

Is there a way to generate a report that's dynamically published to a URL? e.g. a P&L that's published to a URL, and is automatically updated when the underlying data is updated (assuming the user refreshes the URL).

Currently, we export reports to Excel or PDF, but they're static. If any of the underlying data changes, the report must be re-generated, re-exported, and re-distributed.

SIAB · ‎June 27, 2024

It's time to consider having a BI app to sync with QBO. Users will be able to access the dashboard to track specific reports in real time.

ChristineJoieR · ‎June 27, 2024

Hello, Yo_Be_Low2.

I’ve seen that you’ve posted twice on the Community page. My colleague already addressed this concern about publishing a dynamic report to a URL in QuickBooks Online.

You can visit the link to view his recommendation: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-auto-generating-a-report...

Please don’t hesitate to get back to us if you have any other questions or concerns with QuickBooks Online-related tasks. We’re always here to help. Take care always.

Yo_Be_Low2 · ‎June 29, 2024

This is a different post and a different question. (But I suspect the answer will be the same, i.e. "this functionality does not exist in QBO. Send in a feature request so you have the illusion that it might exist one day").

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Publish a dynamic report to a URL