Question

Management Reports - export to Excel

Forum|Forum|4 years ago
August 16, 2021
9 replies
17 views

I create Management Reports for clients on a monthly basis. One client wants a one specific report in the Management Report in Excel format - is there a way to have this generated automatically with the others? Or do I have to manually do this every month?

QuickBooks Online

C

CharleneMaeF

QuickBooks Team

I've got your back, KariBeebeLLC.

I'm here to share some details about customizing and exporting Management reports in QuickBooks Online.

As of now, we can only export Management reports via PDF or DOCX. As a workaround, I'd suggest running specific standard reports. I'd recommend checking the reports listed below to ensure you'll get the data your client likes to see.

Company Overview

Balance Sheet
Profit and Loss

Sales Performance

Accounts receivable aging detail
Sales by Customer Summary

Expense Performance

Accounts payable aging detail
Expense by Vendor Summary

Once you've selected a report, you can customize it to filter the details needed. Then, click on Save customization to easily access it in the future. After that, you can now export the report.

To easily access the report in the following months, you can go to the Custom reports tab. From them, you can click the drop-down menu under Action to export the report.

Also, you can submit feedback to our Product Development team to add the ability to export your Management report via Excel. Doing so improves your experience with QuickBooks.

Additionally, I encourage memorizing your reports in QuickBooks Online. This way, you'll be able to easily access the current customized settings.

Feel free to comment down below if you have any other concerns or questions about managing reports. I'm always glad to help in any way I can.

K

KariBeebeAuthor

Thank you for the reply - I should have been more clear. I run a Management report - which is a collection of reports that I have put together. I want one report of the collection of reports to be in xslx format when run. Possible?

Fiat Lux - ASIA

Level 14

@KariBeebe

Utilize a BI app as a workaround.

K

KariBeebeAuthor

Can you be more specific on what a BI app is and what it does? Thank you.

Angelyn_T

Moderator

Do you have an update if this is being worked on by QB Team as an enhancement? I share the same sentiment. We need the management reports to be exported to excel, because we require to convert the report into another currency. The BI apps have additional costs.

I appreciate you asking for updates about exporting Management Reports to Excel, Padua. Let me share some information about this feature.

We didn't receive updates as to when exporting the management reports in Excel format be available. For now, you can export them as PDF or DOCX. From there, you may use a supported third-party app that'll help you convert the file. Additionally, you can submit a feature request to our product developers to support exporting management reports directly to Excel.

Here's how:

Select the Gear icon at the top, then Feedback.
Enter your comments or product suggestions.
Hit 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 this link for more tips while working with your reports in our system: Run reports in QuickBooks Online.

Please notify me in the comment section below if you have follow-up questions about your reports. I'm just a few clicks away to help. Have a good one!

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