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krisandbill
Level 1

How do I give access to reports by other users?

I have set up Management Reports that I want any user to be able to see. They have full access but can't see them.

1 Comment 1
JoesemM
Moderator

How do I give access to reports by other users?

Management reports created by your company's administrators are restricted and can't be accessed by other users, krisandbill.

 

Only the user who created the Management report can access the report. For the users, they can see the reports in lists from the Custom reports column. 

 

To share it, you have the option to send the report/s through email or exporting them as PDF or DOCX.

 

Here's how:

 

  1. Go to the Reports menu.
  2. Select Management reports.
  3. Click the dropdown arrow next to the report you wish to share.
  4. Choose Send or Export as  PDF or DOCX.

 

For additional information on viewing, editing, and customizing QBO management reports, such as adding and rearranging reports and including notes, refer to this article: View and edit management reports in QuickBooks Online.

 

Also, I encourage you to send feedback to let our product team know what information you want to include and how this will help your business. The more requests it gets, the higher priority it will be given for future enhancements. To send product feedback, see this link: Give feedback on QuickBooks products and services.

 

Post again if you have any other questions. I'm always here to help.

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