Custom report formatting and managment reports

Thanks for posting to the Community, @schulttaxllc.

You may have used the report that is a built-in feature in QuickBooks Online. Also, ensure to save or memorize the customized report. This way, you'll be able to choose this report in the Management reports tab.

Here's how to save/memorize the report:

1. Find and display the report you want to memorize.
2. Select Customize.
3. Once the report is customized the way you like it, select Run report, then Save customization.
4. In the Custom report name field, enter a descriptive name for the report.

You've now saved the memorize report in the Custom reports tab.

Once done, you can go to the Management reports tab and add this report. You can follow the steps below.

1. In the Reports menu, select Management reports.
2. Click the drop-down arrow on the Action column and then select Edit.
3. On the left side of your screen, scroll down and select the Reports section.
4. Click Add new report.
5. In the New report textbox, type the name of the customized report and enter other details.
6. Click Save and close.

That way, the customized report will stay the same as what you've saved in the Custom reports tab.

I'll add this article as your reference in creating a memorized report: Memorize reports in QuickBooks Online. It includes how to find, run, export, and update a memorized statement.

Just in case you need more information about running different reports in QBO, I recommend reviewing this article: Run reports in QuickBooks Online.

Feel free to place a comment below if you need clarifications. I'm always here to help. Take care!

Jovychris_A

I am having the same problem.  Management Reports ignore the settings you have saved in custom reports.  I am using PLUS.  I don't need PLUS but I need better reports, so therefore I don't have a choice.  I have built my monthly accounting reports EXACTLY how I want them to look, print, etc. and are all saved in Custom Reports. When I add them to the Management Report EVERY REPORT is reformatted to what QBO thinks I want and looks nothing like how I have it saved in custom reports.  I like the layout of the Management Report but as you can see, what I save and then add to the mgmt and see on the other end are two COMPLETELY different reports.  Am I missing something?!  See attachment please.

Thank you for the reaching out to the QuickBooks Support, @kwood1.

I can share some insights on how to resolve this reporting concern. Custom reports normally retain all the custom settings and filter. If it doesn't, try opening your account in a private window. Unexpected issues in QuickBooks are sometimes affected by the amount of data stored in the cache. This is because the regular browser will constantly overwrite itself and will not remove history unless done manually.

The incognito mode will not save any history, so it's a great place to identify issues in the browser. Use these keyboard shortcuts to launch a new private window:

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

Try running the report one more time. If it works, clear the cache to resolve browser issues in QBO. Using a different browser or deleting and recreating the custom report can also help.

If the same issue persists, I highly recommend that you contact our Support Team directly. This way they can check on your account and escalate the case to our engineers. You can also request a callback so you won't have to wait on the line. See our support hours here.

Here's how to contact us if you're using QuickBooks Online: 

1. Sign in to your QBO account.
2. Click the (?) Help icon in the upper right-hand corner of the Dashboard.
3. Tap the Search tab, then select the Contact Us button and enter your concern in the description box.
4. Once done, select Call us or Get a callback option.

If you have other questions or need further help with this reporting concern, just post here again. I'll be right here to help. Have a good one!

Thanks for responding so soon.  I'm really hoping that I am misunderstanding you here, but are you saying this is a possible cache/cookies/history problem!?  It happens on every PC and device I have worked on to get this setup so it would be a one click report for the owner.  Forgive me, but did you even look at the picture I attached to my question to see what I saved as a custom report and what I'm getting in the management report?  Thanks for trying tho.  I'll reach out to NATACC for help on this one.

 - Thank you

Thanks for your prompt response and adding details about your management report, @kwood1.

In addition to my peer's response, usually, when creating a new management report, the custom reports included in the Reports section should match the memorized report made. I replicated and edited a new management report and added the customized one I recently added. And it seems it included the correct details in the report I was expecting to see.
 

Here's how:

1. On the Management reports tab, click the drop-down arrow from the Action column.
2. Select Edit.
3. Go to the Reports section and then click Add new report.
4. Select the custom report made and make sure the period is correct.
   
5. Hit Save and close to enter a new Management report name, then Save.
6. Click Save and close.
   

Once done, I reopened and rechecked the customized report, and they seem correct.

If you followed the steps above and the hurdle persists, I recommend contacting our Care Support team to investigate this further. They got tools to pull up your account and review this in a private and secure session. You can follow the steps provided by my colleague, @Jen_D, for more details.

I've included our Community Help page to view more topics and articles about running reports in QuickBooks Online.

Feel free to place a comment here if you need additional assistance with running custom and management reports. We're always here to help you. Stay safe and well!

I guess I haven't made myself clear. The data is fine. It's the formatting. Font changes, layout changes, smart page breaks fall off and a 6 page P&L year to last month comparison report is squished down to one page and is unreadable when printed. The logo that I have on the saved report is removed and it all looks like a 7th grader did it with lots of bold type and word art.

Apparently that's what it's supposed to do in looking at your example.  I love the cover page and ToC and I was so excited to move this set of books into online for the management reporting and bank feeds.  I was hoping for some major time savings, coming from desktop, but I still have to run one at a time, save them off and finally combine them all just as before so I can keep the look I want. This just adds to my ever growing list of daily disappointments and frustrations with QBO. 😔  Thank you both. I really do appreciate your responses and your trying to help me out.