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R
RE43
February 7, 2024
Question

Add Performance Center chart to Management Report

  • February 7, 2024
  • 1 reply
  • 0 views

I've created a chart in the performance center. Then from a management report I clicked on Add Chart. However, it doesn't provide the option to select the custom chart I created. And entering the chart name does not work. How do I add a performance center chart to a management report?

1 reply

K
Kurt_M
February 7, 2024

Welcome to the Community space, @RE43. We'll share details about the performance center chart and business reports inside QuickBooks Online (QBO).

 

We recognize the importance of having the option to incorporate a chart into business reports. However, please know that the option to customize the chart only exists on the Dashboard page to give you a quick overview of your current business standing without generating a report through the Reports tab. That said, the option to have the inside of an actual business report is not possible. 

 

You can visit this page for more details: Create charts to see your business performance.

 

Moreover, we got these articles to help you modify your report and keep your current report settings for future use:

 

 

We'll be around if you need assistance generating reports to show you current data inside your company or if you have any additional questions related to QuickBooks, @RE43. Don't hesitate to comment below so we can get back to you. Keep safe.

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