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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
QuickBooks Online’s rigid report layouts stem from its template-based architecture that prioritizes standardization over flexibility. Users can’t rearrange columns, group data differently, create custom sections, or design reports that match specific business needs.
Here’s how to gain complete control over how your financial data is presented and structured.
Create unlimited layout customization using Coefficient
Coefficient eliminates layout restrictions by leveraging full spreadsheet capabilities. You can drag and drop columns to any position, group related data with custom headers, create multi-level hierarchies and subtotals, and design dashboard-style layouts with multiple data views.
How to make it work
Step 1. Import QuickBooks data in raw format.
Use Coefficient to import your QuickBooks data without any predefined layout constraints. This gives you complete flexibility to restructure the information as needed.
Step 2. Restructure using spreadsheet tools.
Rearrange columns by dragging and dropping, create pivot tables for different data views, add grouping and subtotals, and insert custom headers and sections that organize information logically.
Step 3. Apply custom formatting and conditional highlighting.
Use spreadsheet formatting tools to create professional-looking reports with conditional formatting that highlights key metrics, custom color schemes that match your brand, and visual elements that enhance readability.
Step 4. Design dashboard-style layouts with integrated charts.
Create executive dashboards with KPI highlights, department-specific views from the same data source, and integrated charts that update automatically with your QuickBooks data.
Step 5. Save layouts as templates for future reports.
Once you’ve created the perfect layout, save it as a template that can be reused with fresh data. This ensures consistent formatting across all your reports while maintaining your custom design.
Step 6. Maintain layouts through automated data refreshes.
Set up scheduled refreshes that update your data while preserving all your custom formatting and layout choices. Your professionally designed reports stay current without losing their structure.
Design reports that communicate effectively
Complete layout control ensures your financial data is presented in ways that communicate effectively with your intended audience, whether that’s executives, department heads, or board members. Start designing reports that match your business needs perfectly.
