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CFOSecrets
Level 4

Can't share reports

I've been trying for the last 40 minutes to create a set of custom reports and share them with all users so my client can have bespoke reports at a click.  I keep on running into the following:

  1. I get a message that "A custom report with this name already exists. Enter a new name, or click Replace to replace the existing report." If I click on "replace", I get the same message.  In the end, I end up with five copies of the report.  This happens even if I change the name to something random
  2. When I try to share the report with all users, I receive a message that "Another custom report is already using this name. Please use a different name."  This happens even if I change the name to something  random.
  3. This happens in Mozilla, in Chrome, in Incognito, if I close QB's and log back in, etc.  In short, I have run through all the usual suspects and have done everything short of sacrifice a chicken to the new moon.  I'm thinking of going that route.
  4. If this is a bug, rather than sending me on costly (in time and fees) and useless wild goose chases, please just say "yes, this is a bug.  We will tell you we are working on it, but really, we're not".  And I can decide what to do from that point. 

Thank you.

Thank you.

1 Comment 1
katherinejoyceO
QuickBooks Team

Can't share reports

Thanks for taking the time to write us with detailed information on your concern, @CFOSecrets

 

I also appreciate you for trying to resolve the issue by doing the basic troubleshooting steps. At this point, I'd recommend you contact our Customer Care team. They can take a closer look at the issue through screen-sharing and help you fix the problem. They can also help submit an investigation request whenever necessary. 

 

For future reference, read through this article to learn more about how to send a scheduled customized report in QuickBooks: Set schedule and email information for a memorized report.

 

Feel free to message again should you have additional questions. We're always delighted to assist. 

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