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H
HFATheatreBoosters
April 26, 2024
Question

QBO Management Report Format

  • April 26, 2024
  • 1 reply
  • 0 views

I am trying to create a single Management Report to send to my board but the formatting is not working for me.  I have generated about 8 different reports and have attached them in the management reporting utility but the Management Reports is changing my formatting.  I have a Statement of Activity Detail Report that should be a 6-page document but when I include it in the Management Report, it becomes a 20-page document.  Is there some sort of workaround for this?  I think it will be a great tool but it needs some work.  If they let me attach a PDF to the report, that might give me a temporary fix.

 

Thanks!

1 reply

R
RogelioL
April 26, 2024

Thank you for reaching out to us. 

 

I can see how important attaching a PDF file to your Management Report is. If you want this feature to be added in future updates, I suggest submitting feedback. 

 

Here's how:

1. Click on the Gear icon located at the top right corner.

2. Select Feedback.

3. Enter your suggestions/comments and click Submit.

 

Your feedback will be highly appreciated. You can track the status of your request in our Customer Feedback for QuickBooks Online. 

 

In the meantime, we can export your Management Report as an Excel file and then manually edit it outside of QuickBooks. 

 

To help you learn how to edit your report, I am adding these articles: 

 

Please don't hesitate to reach out if you need further assistance with your Management Report or QuickBooks. Keep safe.

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