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laurakan
Level 3

"new enhanced experience" reports

Is anyone else having a problem with the reports marked "new enhanced experience"? I click on them and nothing happens. I have tried this on Brave, Firefox and Chrome and get the same (lack of) result.

10 Comments 10
Tori B
QuickBooks Team

"new enhanced experience" reports

Hi there, @laurakan.

 

How's your Friday so far? I hope you've been great. 

 

QuickBooks Online will have new features come available for test run purposes for certain users only. Not all customers will see these enhanced features. 

 

Since it sounds like you've been selected to use the new reporting feature, I recommend contacting our Technical Support Team. This way, one of our agents can review your account in a secure environment and investigate this matter further. I've included the link to connect with our team below. 

 

 

Please let me know if there is anything else I can assist you with. Have a wonderful weekend! 

laurakan
Level 3

"new enhanced experience" reports

Great. Thank  you.

ChristieAnn
QuickBooks Team

"new enhanced experience" reports

Hi there, laurakan.

 

I appreciate you for coming back to the thread and I'm glad that my colleague above was able to provide the details that you need or on how to contact our support to assist you further with your concern. 

 

Don't hesitate to comment below if you still have concerns with reports in QuickBooks. Please know that we are always around to help with any QuickBooks issues you may be experiencing. Have a great day, laurakan.

laurakan
Level 3

"new enhanced experience" reports

I spoke with tech support. They told me it was a permissions issue and that I need "full access" to my client's account but could not tell me what that meant nor what boxes to check to grant "full access." Since I see different menus in my view (and cannot see my client's User settings), I could not even look around to try to guess what it meant. I'm hoping my client can figure out what he needs to do to give me access to these reports.

 

I did discover than I can see the enhanced reports on my own QBO and also that of a client where I'm listed as an accountant rather than a User of some sort, so the permissions issue makes some sense. I also figured out that I can search for the name of a report I need and can pull up the Standard (unenhanced) version of it.

JTWard
Level 2

"new enhanced experience" reports

The permission issue makes sense if the Enhanced reports were listed as new. I don't have permission, I don't even want to see the enhanced reports, but can't see how to get to the regular reports. All I can do is edit a report that I've already customized.

 

Is there another way to get to the non-enhanced, non-beta reports?

JTWard
Level 2

"new enhanced experience" reports

It makes sense to restrict the new reporting feature, but I don't have permission, don't need the new feature, and I can't see how to get to the normal feature now.

LollyNino_C
QuickBooks Team

"new enhanced experience" reports

I appreciate you joining the thread, @JTWard.

 

We want to ensure to help you in every way possible. Would you mind sharing a screenshot of your question? This is to help us determine the best resolution appropriate for you.

Feel free to reply to this post if you need further assistance. Have a great day ahead!

JTWard
Level 2

"new enhanced experience" reports

Screen Shot 2023-04-12 at 4.48.21 PM.png

Clicking on Transaction Detail by Account did nothing. Clicking on Profit and Loss worked fine. I understand this is a permission issue with the Enhanced Experience reports, but there was no error message upon my selection and there seems to be no way to get to the original report (not the Enhanced).

JTWard
Level 2

"new enhanced experience" reports

I could edit a previous custom report to get what I needed, but I don't have custom reports for all of the report types so that's not good enough.

 

The search method with the magnifier icon in the upper right (not the one on the reports page) also works. Thanks, @laurakan!

laurakan
Level 3

"new enhanced experience" reports

@JTWard I discovered by accident that you can search in the main search bar (toward the upper right of the screen, not the one on the Reports page) as long as you have an idea of the name of the report. You'll see the name of the report with STANDARD before it. Screenshot below.

 

Screen Shot 2023-04-12 at 16.56.22.png

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