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December 11, 2018
Question

Is there a way to share "groups" of customized reports (and the associated run/mail schedule) with other people? I share reports but it loses the groupings.

  • December 11, 2018
  • 1 reply
  • 10 views
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1 reply

Regina_Lend_A_Hand_Accounting
Level 2
December 11, 2018

When you create a custom report you can create a group and save it as a "shared" report. You can create a Management Report that includes multiple custom reports, but the "share" and "scheduling" option are not available for Management Reports as far as I know.