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October 31, 2019
Question

Can I see a list of whom I sent Financial reports too?

  • October 31, 2019
  • 1 reply
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1 reply

October 31, 2019

Hello accounts167,

 

This is a great question and I can absolutely see why it would be useful to see who you've sent reports to. I can help you with this.

 

There isn't currently a list in QuickBooks Online to see who you've emailed a report to. This sort of action doesn't even hit the audit log. The good news is I have a workaround for you to consider.

 

When you email a report from the reports page, you have the field for who you're sending the report to, as well as a CC field. What I recommend in this case is including your own email in the CC field. This will not only give yourself a copy of the report, but also show you all of the emails it was sent to.

 

To learn more about emailing reports, check out this article: Email a sales form or report to multiple email addresses

 

I also encourage you to submit feedback with your idea to be able to see a list. Do this by clicking the Gear icon and choosing Feedback. Comments left here are forwarded to the product development team for consideration in future updates, so it's a great way to have your voice heard.

 

I hope that helps! Give me a shout if you have more questions.