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Let me provide some information regarding modifying the email message for reports, @doddsterry.
QuickBooks Online (QBO) sets a default email statement when sending reports. With that, we're unable to update this unless you make a manual adjustment before sending it.
We recognize the importance of this feature to our users. You can send feedback requests to our Product Development Team so they can check and consider this in future updates.
Here's how:
- Go to the Gear icon.
- Under Profile, select Feedback.
- Enter your suggestion.
- Hit Next.
Visit this guide to learn how to create a professional layout for your reports: Management Reports Overview.
You can check this article to see the complete list of available reports you can run for your version: Reports included in your QuickBooks Online subscription.
I'm always here to help if you have any other concerns or questions about management reports or any other tasks in QuickBooks. Just tag my name in the comment section and I'll get back to you as soon as I can.