Publish interactive reports in the Client Portal alongside the PDF report package.
Publish the following interactive reports:
Profit and Loss - with vendor/payee level drill-down
Balance Sheet - with vendor/payee level drill-down
Metrics Visuals
Video Overview
To see an overview of how these reports work, check out the video below.
Interactive client portal reports are only available for QuickBooks-integrated clients at this time.
Editing the Interactive Reports
The Profit and Loss and Balance Sheets reflect the reports found in the Final Review section of the client's close tab. To make edits to these reports, return to the Close page and sync those edits to the ledger.
Any changes made from the close page will be reflected in drafted interactive reports in the Reporting tab. Metrics visuals can be edited by clicking the "Edit Visuals" button at the top of the report.
Changes made to views or timeframes in the draft report will not be reflected in the client portal. Interactive Profit and Loss and Balance Sheet reports default to showing the last 3 months by month, drilled down to the account level.
Advanced Controls
Clients can change the date range, using the Advanced controls button to access additional options, and drill down to vendor or payee subtotals from the Client Portal. Transaction-level detail is not available within the Reporting section or the Client Portal.
Publishing interactive reports
There is flexibility and control to publish any or all available reports to create a package suited to clients’ needs.
Click the Publish button in the top-right corner of the Reporting module to view the available options.
All reports publish by default, but individual reports can be held back by unchecking them or turning off the toggle for a group of reports. Once the Publish button is clicked, all selected reports become visible in the Client Portal.
The client's experience
Clients with Financials access will see all published reports in the portal, grouped by month.
Monthly Report = standard monthly package in pdf viewer; client can view, download, and print.
Profit & Loss = Interactive report with custom timeframes, aggregations, and drill-down to vendor sub-totals.
Balance Sheet = Interactive report with custom timeframes, aggregations, and drill-down to vendor sub-totals.
Disabling interactive reports
To disable interactive reports for a practice, navigate to Practice Settings → Practice Management → Statements and Reporting, and unselect the checkbox for "Enable interactive financials in Client Portal." This feature can be re-enabled at any time.
