You can create presentation worthy reports that combine multiple reports in the same document using Management Reports. To access Management Reports, open the reports center and then click Management Reports.
QuickBooks comes equipped with three different Management Reports. Let’s take a look at the Company Overview report.
How to create a custom report in QuickBooks?
Management reports include a cover page that detail when the reports were prepared. And scrolling down, they also include a Table of Contents displaying which reports are shown on which pages. Scrolling down further, here’s the first report which is a Profit and Loss and it also displays the date range for the report. Scrolling down further, we can see the other reports included in this report which is the Balance Sheet.
And there can also be a final page at the very end within any nodes. From here, you can print the report. But you can see more options for the report by closing the report and then clicking the Actions drop-down arrow. From here, you can Export as a PDF or a DOCX. Copy and also email by using Send. You can even edit these management reports by clicking Edit.
From here you can change the Cover style, alter any of these options and also include your company’s logo. On the left hand side you can also access the table of content’s information, as well as the preliminary pages if you have any notes that you want to add on to the Management Report.
Scroll down, to choose the report options. You’ll see all of the default reports included on the Management Report here, but you can alter them by clicking on the pencil button to the right, or you can also add new reports with this link.
You can add end notes to the Management Report, and save any of your changes down here at the bottom. Use management reports to combine reports together in a presentation worthy package. If you have faced any issues following the steps above then ask for help at: Qbpro.ca
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