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Community Manager
posted Apr 12, 2018 11:00:42 AM

How does the Company Snapshot work?

The Company Snapshot report gives you a great overview of the money coming in and going out of your business, along with the ability to compare your business to others in your industry. To access the report:

  1. Go to the Reports tab and select Company Snapshot.
  2. If prompted, install the Adobe® Flash® Player plug-in (this will require you to close all browser windows) and then try to access the report again.

When the report opens you will see four sections:

  • In the top-left box you will see a graphical representation of the five Income accounts with the most income for the selected period. All other accounts are lumped into a category "Other".
  • The top-right box will show a pie graph of the five Expense accounts with the greatest expenses for the selected period. All other expenses are listed under the "Other" category.
    Note: You can click on the Income and Expense pie charts to "drill down" to more detailed reports.
  • The next set of boxes are Previous Year Income and Expense Comparison charts.  These charts have been added to allow you to compare income and/or expenses from year to year.  You can click on the chart itself to see a the detailed data used to make up the chart you see in this section.
  • The bottom-left box lists all the Customers who owe you money and their current open balance amount.
  • The bottom-right box shows all the Vendors/Suppliers you owe money to and your current open balance with them.

In the top-right corner of each box is a Print icon. Click the icon to view the Print Preview page for the chart in that box. To print, click the Print button in the top-left corner of the Print Preview page.

If you'd like to do some comparison reporting between your company and others in your industry, you can use the Scorecard, also located in the Reports tab. For more information on Trends/Scorecard, see Compare my income and expenses to others in my industry?

Because of the unique nature of this report, you will notice the following limitations:

  • No customization.
  • No ability to export to Excel, PowerPoint, or to copy and paste into other applications.
  • This Quickbooks online feature is only available in Essentials and Plus. 
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