Question

Performance Center

Forum|Forum|5 years ago
July 22, 2020
2 replies
26 views

Hello,

Can anyone tell me how I can pull these charts out of the performance center?

They are great charts and we could use them , but not everyone can sign on and see these I need to print or PDF these to others?

Please let me know if anyone knows how to do this properly

Thank you

RM

QuickBooks Online

C

Catherine_B

Level 9

Good day, RM.

The Performance Center feature is only visible to admin users using the QuickBooks Online Advanced subscription. While the option to export or print the chart through a PDF file is unavailable, you can take a screenshot of it. Then, copy and paste it to a Word file and then print it.

You can also use this article for more details on how to create custom charts to track your business performance and on what roles you can give access to your members or employees.

Always know that your feedback is a way of how we can improve our software more. Please don't hesitate to leave a reply or post again if you need more help. Take care!

C

crazy2020

It would be more than helpful if you could allow access to the performance center to the owners and standard users and not only to the administrator. It has caused us several problems - a share holder can see that they do not have access and feel like this information is being kept from them. They do not need to be able to delete users and passwords or transfer money they just need to be able to view the graphs in the performance center. If you can't allow access it should not show access denied that is just setting us up for a law suit. PLEASE FIX THIS

W

WeststarAdmin2

Unless you change them to administrator you can not add performance center access to another role. They can look at general reports but not the ones they want to ACCESS DENIED!!

I have been dealing with the same situation. I begin to suspect that someone in a key position in the organization is an idiot.

S

SheandL

QuickBooks Team

Hi there, @WeststarAdmin2.

To access the Performance Center, you must be an admin user using the QuickBooks Online Advanced or Accountant version. Let me go further into details about this.

This feature contains important information essential for monitoring and managing your business data, which is why only admin users are allowed to access this. If you want other users to access this section, I recommend contacting your company administrator to assign them the appropriate roles.

Moreover, if you want to share this data to your team, you can export and print the document using QBO Advanced. To do so, here's how:

Go to Reports.
Select Performance Center.
Once on the page, click Export, beside the Settings option.
On the Export charts, click Export.
Open the file, once it downloaded successfully.
Use the keyboard shortcut CTRL + P to print.

For reference, please check this article: Create charts to see your business performance.

Additionally, you can check out this article to learn about customizing your reports with other applications: Using QuickBooks Online Advanced reporting tools Fathom and Spreadsheet Sync.

If you have any further questions about accessing the Performance Center, don’t hesitate to reach out in the Community space. We’re here to help.

W

WeststarAdmin2

I am my company's administrator and I would love to grant permission to a user to be able to access the Performance Center, but I cannot find any such permission in the existing Roles or in any of the options for a custom role. I have not found it in any of the documentation nor have I been able to get anyone to tell me how to do this.

Keep in mind that this user only needs access to the things that are in the Performance Center (reports and graphs). The user currently has the "View company reports" role which gives access to Reports. This also includes a link on the page to the "Performance center". This lands the user on a page which contains only the graphs BUT there is no link to get back to the reports. It is an awkward one way trip. It looks to me like the developers had the right idea at one point and then it got broken.

K

KimberlyS

Moderator

Hello there, WeststarAdmin2.

I see you're looking for ways to grant your team access to the Performance Center through the custom role feature, as this is relevant to your business when managing finances effectively. However, this permission is currently restricted to users with admin rights. While the View company reports role provides access to the Performance Center, the link to revert to the reports page is unavailable.

Your insights are essential to ensure QuickBooks Online meets your business needs. Hence, I recommend sharing your thoughts directly with our product engineers. They might consider your suggestions to further enhance your overall experience.

Here's how:

Select the Gear icon, then Feeedback.
Share your comments or product improvement ideas.
Click Next to submit.

You'll want to stay up-to-date with your product requests by visiting this website: Customer Feedback for QuickBooks Online.

In the meantime, you can have your user use the browser's back button or change the URL link back to "https://qbo.intuit.com/app/reports" to revert to the report's page. You can see this image for reference:

On the other hand, if you want to keep track of the changes made within your file, you'll want to use the audit log. It also let's you to see who made particular changes and when they happened.

Kindly inform us in this forum whenever you have other concerns about managing user roles and permissions in QuickBooks Online. I've got your back anytime when necessary.

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