Why can't a limited Standard User view Tag Reports?

Hello there, GU3.

I recognize the importance of being able to view Tag reports and other related activities. This lets the user get deeper insights into your sales and expenses.

I’m here ensure that your standard user can view the mentioned reports. Let’s run some basic troubleshooting steps to rectify the issue.

When viewing your tag reports, open QuickBooks Online (QBO) via incognito mode or a private window. This type of browsing session doesn’t save information like cookies or history, all the browser tracking gets deleted. It’s also a good place to start to check if the issue is cache-related.

• Press Ctrl + Shift + N (Google Chrome).
• Press Ctrl + Shift + P (Mozilla Firefox).
• Press Ctrl + Shift + N (Edge).
• Press Command + Shift + N (Safari).

If your employee can view the reports, clear the cache of your normal browser to download fresh copies on the webpage. If the issue persists, access QBO using a supported browser and build the Tag reports from there.

To learn more about the Tag and Manage users' features, click on the links below. These resources provide detailed information on how to handle any Tag related activities. You’ll also see the list of tasks that each user can do in QuickBooks.

• Tag transactions in QuickBooks Online
• User roles and access rights in QuickBooks Online

Drop a comment below if you have other concerns or questions about tagging transactions. I’m always ready to lend a helping hand. Have a good one.

Thank you for the response. The issue is not with a "Standard User" but rather a "Standard User with Limited Access". Please see the attachment below called Screenshot Standard User Settings. Those are the settings of the user which allows them to do everything with tags accept see the reports.

Look at Screenshot Tags, that is from the standard user account. There is button there to Run Report and when you click it, the wheel just spins. See Screenshot Wheel Spinning. Additionally, see Screenshot Admin Reports Search, when an admin searches for Tags in reports, two options come up. But when the standard user (with limited access) does it, there are no reports. See Screenshot Standard User Report Search.

Worth noting, if I give the Standard User "All Access" they can view the reports. But that should not be the case. If the user can use tags with the current settings and can even see the Run Report button, then they should be able to see the reports for tags.

The report that I need this Standard User with Limited Access to be able to view is, "Transaction List by Tag Group". How can I make that happen? Giving the user "All" access is not an option.

Screenshot Standard User Settings

Screenshot Tags

Screenshot Wheel Spinning

Screenshot Admin Reports Search

Screenshot Standard User Report Search

Screenshot Standard User Settings

Hi GU3,

Welcome to Community!  QuickBooks Online offers the flexibility you need to manage your books with peace of mind.  Providing specific permissions to your account is a great way to ensure users have the tools they need to accomplish their QuickBooks goals!  I'd be happy to provide more insight here!

Based on the information you've provided, I see you've set the user to have limited access to customers.  I suggest using the customizing options available in the reports module, to review the associated tags.  Here's how:

1. From the left menu open Reports

2. In the search field type Transaction list by customer

3. Select the Report period 

4. Click on Customize and then Filter

5. Checkmark the box beside Tags 

6. Hit Run report

That should do it!

For your reference, here's more information on user roles and access rights in QuickBooks Online.

Please don't hesitate to reach back out if you have any other questions.  We'd be glad to help!

Hi Trish,

That answer doesn't address at all what I asking. I know how to access the reports. My issue is why can't a Standard User with limited access see the tag reports when they can access everything else that as to do with tags. Literally everything except the reports. Makes no sense.

P.S.  I have provided a lot of details including screenshots. It's a bit disappointing as a QB employee you would post what looks like a copy and paste response that totally missed the mark. 

Thanks for sharing your insights about tags in QuickBooks Online, GU3.

We want to make sure this issue is addressed immediately. Since the suggested troubleshooting in this thread did not resolve this unusual behavior, we highly recommend contacting our Support Team this time. Our agents can help report the error to our engineers. Here's how to contact them: 

1. Go to the (?) Help menu, then select the Search tab.
2. At the bottom, select Contact us.
3. Enter the keyword Account Management and Billing in the What can we help you with? box.
4. On the next screen, scroll down to the Choose a way to connect with us section.
5. Choose Chat with us to initiate a discussion with a live agent.
   

Post here anytime if you have other program concerns or additional questions about QuickBooks and tags. Have a good day!

Hi Jen,

I have already contacted your support team. They were the ones who told me to post on the community. 

To be honest, your support team was not knowledgeable on the subject. They could not even answer if this was the expected behavior or not.

I requested a call from a supervisor to hopefully get someone with access to more knowledge but that request has not been fulfilled yet. I have not connected with a supervisor. 

I am glad you are saying the behavior is not as designed. A standard user with limited access should still be able to see the tag reports. Now the the questions is, how do we fix it?

Are you able to setup a call with a higher level support? Someone who will take ownership of my case and work to resolve it? Not your call centre. They can't do anything. They have no means to escalate a case. 

And as for reporting the case to your engineers. They could not do that either. They told me to use the feedback button which does nothing to close the loop with me. I have no idea of it was received or if it will ever be addressed. And also, I didnt know what to report since your support could not tell me if it was the the expected behavior. So what would I report? A bug or a feature request? Who knows!