Custom Mgmt Reports

Good day and thank you for posting here in the Community forum, Lulu_Top11.

I'm here to help and share some information about management reports in QuickBooks Online.

Three management reports are available for you to offer to your client:

• Company Overview: Contains Statement of Activity and Statement of Financial Position reports.
• Sales Performance: Contains Statement of Activity, A/R Aging Detail, and Sales by Customer Summary reports.
• Expenses Performance: Contains Statement of Activity, A/P Aging Detail, and Expenditures by Vendor Summary reports.

You can view, download, and edit any of these management reports and share it with your clients. For more information, you can check out this article: View and edit management reports in QuickBooks Online.

I've also included this link, so you know how to customize reports in QuickBooks Online.

Feel free to come back to this thread if you have additional questions about management reports. Take care and have a wonderful day!

I cannot find any information on how to use the company information feature in the end pages portion of the Management Reports.  When you click on the {:}, it says it can be used for company information but provides nothing to tell you how to do it.

Hello there, @Djstepha. I appreciate you joining the thread.

I'd appreciate it if you could provide me with your specific concern. We'd appreciate it if you could also add screenshots to get more details on what you're referring to. This way we could determine the best solution appropriate for you.

You can leave a response, and we are available to help. Have a great day ahead.

the {:} in the picture below.  cannot find any documentation on how to use it.

My pleasure having your back and adding a visual representation of your Management Report, @Djstepha.

I understand your interest in using the {..} feature to insert fields for your company content under Preliminary pages. I want you to know that our engineers are rolling out this feature so you can use it while managing your reports in our system. Since it's still unavailable on your end, I recommend sending feedback directly to them so they'll be notified about your experience. From there, they can also determine what enhancements and improvements are needed to make our product more effective and convenient for our users. 

Here's how:

1. Go to the Gear icon, then Feedback.
2. Enter your comments or product suggestions.
3. Tap Next to submit.

Once done, your valuable feedback goes to our Product Development team to help improve your QBO experience. You can track feature requests through the QuickBooks Online Feature Requests website.

On the other hand, I'm adding these links for more hints while working with your reports in our QuickBooks:

• Run reports in QuickBooks Online
• Customize reports in QuickBooks Online

Please feel free to get back to me in the comment section if you have follow-up questions while handling your reports. I'm just a few clicks away to help you again. Have a good one!