Skip to main content
July 11, 2022
Solved

Shared reports not visible to other client user or accountant

  • July 11, 2022
  • 1 reply
  • 0 views
client set up shared reports not available to new client member or to accountant - reports set up as shared
Best answer by GeorgiaC

Hi sallyt2, please have the client open the custom report, change the report name, and then re-share with all users. If they are unable to view following this, please set the 'share with' option on the report to none > save, and then change back 'share with' to all > save. 

1 reply

GeorgiaCAnswer
July 11, 2022

Hi sallyt2, please have the client open the custom report, change the report name, and then re-share with all users. If they are unable to view following this, please set the 'share with' option on the report to none > save, and then change back 'share with' to all > save.