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jculley
December 23, 2023
Question

Can't share reports created in Modern View

  • December 23, 2023
  • 1 reply
  • 0 views

I have QBO Advanced. I created a new custom report in Modern View (Reports > +Create new report) and added all the columns and filters that I wanted. Now I can't figure out how to share the report with others on my team, and I can't figure out how to group the new report under a report group.

 

All the help pages I found were for the old report interface where you click "Save customization" where you can easily do both of those functions. In the new report interface, there is only a "Save" button and it doesn't bring up those options.

 

1 reply

C
CamelleT
December 23, 2023

Let's figure out why you can't share your reports, jc.

 

It's possible that the latest update might have removed the option to share reports. However, you can export them via Excel.  

 

In the meantime, I suggest sending feedback about being able to share custom reports with others in QuickBooks Online Advanced. Here's how:

 

  1. At the upper right corner, click the Gear icon.
  2. Under the Profile, select Feedback.
  3. Enter your comments or product suggestions.
  4. Then, click Next to submit feedback.

 

Moreover, I'll drop this article to help you personalize and add specific info to your sales forms: Customize invoices and estimates in QuickBooks Online.

 

Comment below if you need further assistance in managing your reports. I'll be here to assist you. Have a nice day!

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