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July 11, 2022
Solved

Shared reports not visible to other client user or accountant

  • July 11, 2022
  • 1 reply
  • 3 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
Level 13
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.