I want to allow specific users access to specific reports in Enterprise Desktop. Is that possible or when I allow "reporting" does this give them access to all reports?
We can add a new user with View-Only access, thebottomline80005.
In QuickBooks Enterprise, you can set-up the access of your authorized user to View-Only to see specific reports. This way, they can only perform the task assigned to them. I'm here to guide you on how to do it.
Once completed, let's assigned a specific role to the newly-added user. Here's how:
I recommend reading this article for more ideas in customizing roles in QuickBooks: Create and Manage Roles in QuickBooks Desktop Enterprise.
Additionally, you can run the Permission Access by Roles report to review the roles and permissions. Here's how:
Get in touch with us if you have other questions in setting up users in QuickBooks. This way, we'll be able to answer them for you.
I would like a user to be able to create memorized reports. Although the user permissions state that it has full access to memorized reports, it will not allow "create" to be an option. This is important to this user's job and it's very inefficient to have to request the Admin to run the report.
Let me share further details about user's access to memorized reports in QuickBooks Desktop (QBDT) Enterprise, @Blue-River.
Yes, you're correct. For the time being, a View-Only user is unable to create a memorized report although it has Full access permission/role.
I hear you, and I can see the benefit of being able to create and memorized reports using the View-Only user role in QBDT. We take your suggestions as an opportunity on which area of the product's feature we need to improve on. With this, I encourage you to send feedback or product recommendation.
Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:
I've attached screenshots below for your reference.
To know more about customizing access for different user roles, check out this article: Create and manage roles in QuickBooks Desktop.
Also, I encouraged you to visit this article to resolve any unexpected results or errors while creating roles in QBDT: QuickBooks Desktop Users and Restrictions.
Always feel free to get back to us if you have other questions in managing user roles in accessing reports in QBDT. I'm just around to help. Keep safe, and wishing you continued success.
Thank you for the quick response. So there is no way for the user to be able to run a memorized report. Am I understanding that correctly? The user doesn't need to create a new report and memorize it. Just to run an existing memorized report.
I will definitely add a suggestion. Thank you!
Yes, you're right. There's no way for the user to be able to run a memorized report.
In case you need help with QuickBooks Desktop reports, you can go through these articles to help guide you in customizing them as well as searching related articles for your future task:
While this option isn’t currently in our development roadmap, we are working on big improvements that will be helpful for the majority of our customers.
You can visit the What's New section on your QuickBooks Desktop, to be updated with our latest news and updates including product refinement.
If there's anything else you need, please let me know. I'd be more than willing to lend you a hand.