Is there a way to allow a user access to specific memorized reports without letting them see all the company's financial reports?

MTim459 · ‎February 23, 2022

I am trying to allow my project managers to see their job-specific P&Ls in QB Enterprise. The issue I am running into is that I don't want them to be able to see the company-wide P&L or any other financial reports.

Is there a way to allow my PMs access to their job P&L, but not to the company-wide P&L?

I tried creating memorized reports and then allowing their user only access to memorized reports, but then I get a permissions pop up when trying to open the Job P&L memorized report.

BigRedConsulting · ‎February 23, 2022

@MTim459 wrote:
Is there a way to allow my PMs access to their job P&L, but not to the company-wide P&L?

No, there isn't.

View solution in original post

ZackE · ‎February 23, 2022

Thanks for getting in touch with the Community, MTim459.

I can certainly understand how an ability to allow users to access specific memorized reports could be useful and have submitted a suggestion about it as of today.

You can also submit your own feature requests while signed in.

Here's how:

In your top menu bar, go to Help, Send Feedback Online, then Product Suggestion....
Choose a Type of Feedback and Product Area (optional) from the available drop-down menus.
Enter any suggestions/feedback in your Here is my suggestion: field.
If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.
Select Send Feedback.

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by checking out Intuit's Product Updates webpage.

Please feel welcome to send a reply if there's any additional questions. Have a great day!

BigRedConsulting · ‎February 23, 2022

@MTim459 wrote:
Is there a way to allow my PMs access to their job P&L, but not to the company-wide P&L?

No, there isn't.

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Is there a way to allow a user access to specific memorized reports without letting them see all the company's financial reports?