Explore QuickBooks Enterprise Advanced Reporting Features Canada

Starter Reports

Adjust any starter report to fit your business once you import it into Advanced Reporting. After downloading a starter report, open Advanced Reporting and click "Report List." Then click Import and open the saved starter report.

• Choose from pre-built starter reports designed for common business needs.
• Customize each report to match your company’s data and preferences.
• Import and modify reports quickly within QuickBooks Advanced Reporting.

Backorder Report

See all open sales orders and the items that are placed on backorder so that you can manage the sales and shipping process.

• View all open sales orders with items currently on backorder.
• Track pending shipments to improve fulfillment accuracy.
• Manage customer expectations by identifying delayed items early.

Paid Invoices by Sales Rep

See which invoices each sales rep received in full.

• Track all fully paid invoices by individual sales reps.
• Monitor sales performance and revenue contribution per rep.
• Identify top-performing reps and optimize your sales strategy.

Industries: Manufacturing and Wholesale, Retail.

Sales by City, Job Type, and Customer Dashboard

See an interactive dashboard that allows you to explore how different cities, job types, and customers are performing together.

• Visualize sales performance across cities, job types, and customers.
• Analyze trends and identify high-performing segments quickly.
• Make informed business decisions using real-time dashboard insights.

Industries: Contractor, Professional Services.

Sales by Item Forecasting

See an alternative to the template found in the Reports list. Track sales from the last 30 and 31–60 days, monitor month-over-month growth, and view forecasted quantities for the next 30 days.

• Review past sales trends for the last 30 and 31–60 days.
• Monitor month-over-month growth to identify performance patterns.
• Forecast item quantities for the upcoming 30 days to plan inventory.

Industries: Manufacturing and Wholesale, Retail

Sales by Item Year Over Year

See an interactive dashboard that shows your sales profitability by customer. You can modify this template to show profitability by sales rep, geography, customer fields, and more.

• Analyze year-over-year sales and profitability by customer.
• Customize the dashboard to view data by sales rep, region, or customer fields.
• Identify trends and make strategic decisions based on historical performance.

Industries: Contractor, Manufacturing and Wholesale, Retail, Professional Services.

Industry-Specific Reports

No need to sort through hundreds of reports to find the right one. We've bundled together the reports that manufacturers, wholesalers, contractors, and retailers have found the most useful.

• Access pre-selected reports tailored for your specific industry.
• Save time by using the most relevant reports for manufacturers, wholesalers, contractors, and retailers.
• Quickly analyze key business metrics without sorting through unnecessary data.

Help Portal

With our help portal, you've got a rich hub of helpful resources—like tutorial videos that show you how to access and display more information in your reports. You'll also find other learning tools to help you address your needs quickly and get back to running your business.

• Access tutorial videos to learn how to customize and read your reports.
• Utilize a variety of learning tools to solve issues quickly.
• Get fast guidance to keep your business operations running smoothly.

Auto-Filled Template Reports

Report templates auto-fill with your company data, so you don’t have to enter it manually each time. This saves time, simplifies reporting, and reduces errors.

• Templates automatically populate with your company data.
• Save time by eliminating manual data entry for each report.
• Reduce errors and ensure accurate reporting every time.