🧾 Reports

The Reports feature in Client Hub allows your team to create professional, management-ready reports that summarize key financial data — including Balance Sheets and Profit & Loss statements — using live data from QuickBooks, then share them with selected client users in the Client Portal.

Reports can be customized, edited, and enhanced with AI Insights for deeper commentary and analysis.

⚙ Requirements

Before using Reports, make sure the workspace is connected to QuickBooks.

If the workspace isn’t integrated with QuickBooks, the Reports tab will not appear.

📌See this article:  🔧 How to Set Up the QuickBooks Online Integration

📂 Accessing Reports

• Go to the workspace for the desired client.
• In the top navigation, select Reports in the Client Portal section.
• If no reports exist, you’ll see No reports found and a blue Create Report button.
• You can also use the blue plus (+) icon in the sidebar to create your first report — and to create all additional reports going forward.

📊 Creating a Management Report

In the Create Management Report window, complete the following fields as needed:

• Report Period — Choose one: Last Month, Last Quarter, Last Year, This Year, or select Custom Dates to define your own date range.
  • You can also select This Year to Last Month to show results through the most recently completed month.
• Compare to Previous Period — Optionally include a comparison period. You can now exclude the comparison entirely if you prefer a cleaner report view.
• Remove Rows with Zero Values — Hide any rows where both the current and comparison periods show a value of zero (leave unchecked to keep all rows visible).
• Report Title — Example: Financial Reports for: July – September 2025
• Subtitle (Optional) — Example: For Management Use Only
• Accounting Method — Select Accrual or Cash
• Prepared On / Prepared By — Auto-filled but editable

Client Logo on Report Cover:

If you’ve uploaded a client’s logo to their Client Details page, the logo will automatically appear on the report cover when generated — adding a polished, client-branded touch.

📸 Screenshot: Example report cover with client logo

• Visible to Client Users — (optional) You can skip selecting Client Users when creating a report. Visibility is now managed later when you choose to publish.

Click Generate Report.

A banner confirms: “Report has been created and is being generated.”

Once complete, the report’s status changes to READY in the sidebar.

Generated reports now include:

• The client’s company name and logo on the cover page
• Footer text for a professional PDF finish
• The option to include or exclude comparison periods

📌 Note: Clients will not see the report until it’s published — see below: 🚀 Publishing a Report ⤵️

🧾 Viewing and Editing Reports

When your report is ready:

Click the report title to open it.

Each report includes:

• Cover Page → Firm and client info, title, subtitle, preparer, and date
• Balance Sheet → Assets, liabilities, and equity
• Profit & Loss → Income and expenses for the chosen period

To edit a report:

Click the gear icon (⚙️) → Edit cover text and Client Users visibility.

Update any fields and click Save Changes.

The report will automatically regenerate.

You can also open More Actions (▾ icon) to:

• Publish Report
• Download PDF
• Send as Email
• Delete Report

🤖 Using AI Insights (BETA)

AI Insights (purple button) generates an intelligent summary and recommendations from your report data.

1. Click Add AI Insights.
2. Optionally enter a prompt (for example: focus on cash flow and margins) and click Generate.
3. Edit, format, and review the output as needed.
4. Click Add to Report to insert insights into the report.

Once added, a new Key Insights section appears immediately after the Cover Page, and the report automatically regenerates to include it.

🚀 Publishing a Report

When finalized, click Publish Report.

Updated Publishing Workflow:

Selecting Client Users is no longer required when creating a report.

Now, you’ll choose which Client Users should receive access only at the time of publishing.

This makes it easier to prepare internal drafts and control visibility later.

The report’s status will change to Published.

⚠️ Note: Reports remain visible only to Firm Users until they are published.

Client Users cannot view a report or receive a notification about it until it has been published.

Once published, selected Client Users will receive a notification via the in-app bell icon 🔔 in their Client Portal, and the report will also be included in their next summary email notification.

📢 Reports are accessible from the Reports section of the Client Portal in Client Hub for all users granted visibility.

🧪 How to Test the Client Experience (Recommended)

To preview how reports and notifications will appear to a Client User, you can create a safe internal testing setup:

1. Create a workspace for your own firm and integrate it with QuickBooks.
2. Invite yourself as a Client User using a different email address than the one used for your Firm User login.
3. Log in separately as that Client User to view the Client Portal experience in Client Hub.
4. From your Firm User account, create and publish a report in the test workspace.
5. Confirm that the report notification appears and that the Client User can open the report from their portal.

This method allows your team to simulate the client-side workflow and confirm report visibility and access.

🧰 Troubleshooting