How can I tell if a report has been shared when using the new format?

Forum|Forum|8 months ago
November 5, 2025
1 reply
11 views

I created a report in the new style and set it to be shared. I cannot figure out how to tell if the report has been shared. The column in the old format for the list of reports is gone. I clicked the drop down next to the EDIT on the report inventory page but that did nto do it. I downloaded and the report and clicked the three dots then SHARE but it says it is still set to deny sharing. I did the same thing with SAVE AS. Any idea how to tell if a report has already been shared?

QuickBooks Online

continea

Level 5

Hey Janfromearth1,

Nice to see you in the QuickBooks Community! I will be happy to help. Sometimes, when a situation like this arises with the deny to share message, it may be that the user's permissions or role don't allow them to share a custom report. You would then need admin credentials to make any changes to the user profile.

Log in as admin.
Go to Settings and select Account and Settings
From there, go to Manage Users, then check the employee's role.
Make the necessary changes to allow the user to view and share custom reports.
Go back to the report and share the custom report.

If it is the case, permission is already granted, or you are an admin, please let me know below! I look forward to assisting you further.

Janfromearth1Author

Thanks for the fast response. I just wanted to be able to identify the reports I had already shared. The classic view of my report library showed that as a separate item, I think in a separate column but the new one does not have that option.

There does not seem to be any way to identify that a report has already been shared in the new format.

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