Learn how custom reports created by accountants and clients are tracked on the Custom Reports tab.
When an accounting firm works with a client company, both the accounting firm and the client can create custom reports.
The Custom Reports tab provides user details to identify custom report creators. This lets clients and firms see who created different custom reports. It also lets firms track and share reports among their employees as they work within different client companies.
View all customised reports
You'll find all the customised reports saved by accountants and clients listed on the Custom Reports tab.
- Go to Reports.
- Select Custom Reports.
View custom report details
When users view the Custom Reports tab, the Created By column is populated based on the viewer's role within the firm or client company.
When a client views the list, they see all the reports customised by both their employees and the Firm. However, depending on their access rights, they only see the name of the person who created the report if it's a person within their company.
Similarly, when an accountant views the list, they see all the reports customised by both the Firm and the company's employees. However, they only see the name of the person who created the report if it's a person from within the Firm.
For example, business owner Craig invites Accounting Firm A to do his books and Accounting Firm B to do his taxes.
When Bob, a member of Accounting Firm A, saves a custom report, Craig, the client, sees only the firm's name.
Karen, a member of Accounting Firm B, also sees only that a member of Firm A created the report.
However, Jane, a member of Bob's team from Accounting Firm A, sees that Bob created the report because she works for Accounting Firm A.