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rmwitt
Level 1

The share a custom report with edit access to another team member does not work or the option is not available, under custom reports> action column.

the column 'action' shows 'delete' for some custom reports and 'edit' for others.  why?
1 Comment 1
Irene R
QuickBooks Team

The share a custom report with edit access to another team member does not work or the option is not available, under custom reports> action column.

Hello there, Rmwitt. I'm here to give you further information regarding the custom reports in QuickBooks Online (QBO).

 

In recent updates to QBO, some reports have been adapted to the Modern view. Therefore, if you're in the Custom Reports page of the Reports, they have the Delete option but don't have the Edit feature. To modify the report, kindly click on the report's name.

image (1).png

 

For reports that have not been converted to the Modern view and are still in the Classic View, you have the option to make changes using the Edit feature.

image (2).png

 

Moreover, this helpful material has information about using custom reports in the modern view in QBO: Customize reports in QuickBooks Online using modern view.

 

Additionally, you can export your reports to Excel to enhance and personalize them by preferences and business needs in QBO: Export your reports to Excel from QuickBooks Online.

 

Please don’t hesitate to reach out if you need further clarifications with the custom reports in QBO, Rmwitt. I'm here to address them as soon as I get your reply.

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