Get 50% OFF QuickBooks for 3 months*

Buy now
United States United Kingdom Australia Canada (English) Canada (French) France Singapore South Africa Global Ireland
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
jculley
Level 2
posted
‎December 22, 2023 07:43 PM
last updated ‎February 23, 2026 1:13 AM

Can't share reports created in Modern View

I have QBO Advanced. I created a new custom report in Modern View (Reports > +Create new report) and added all the columns and filters that I wanted. Now I can't figure out how to share the report with others on my team, and I can't figure out how to group the new report under a report group.

 

All the help pages I found were for the old report interface where you click "Save customization" where you can easily do both of those functions. In the new report interface, there is only a "Save" button and it doesn't bring up those options.

 
Reply Join the conversation
1 Comment 1
CamelleT
Moderator
Moderator
‎December 22, 2023 08:53 PM

Can't share reports created in Modern View

Let's figure out why you can't share your reports, jc.

 

It's possible that the latest update might have removed the option to share reports. However, you can export them via Excel.  

 

In the meantime, I suggest sending feedback about being able to share custom reports with others in QuickBooks Online Advanced. Here's how:

 

  1. At the upper right corner, click the Gear icon.
  2. Under the Profile, select Feedback.
  3. Enter your comments or product suggestions.
  4. Then, click Next to submit feedback.

 

Moreover, I'll drop this article to help you personalize and add specific info to your sales forms: Customize invoices and estimates in QuickBooks Online.

 

Comment below if you need further assistance in managing your reports. I'll be here to assist you. Have a nice day!

Reply Join the conversation
Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Featured
Small Business Tax Tips
(view in My Videos)Note: For more information, check out this article.
Read more
Three Things - Tips for Starting Your Own Small Business
The moment you decide to launch a new venture, you enter a crucial phase of...
Read more
QuickBooks Quick News: December & January Product Updates
In this month's episode of Quick News, Emma will go over recent product upd...
Read more

Need to get in touch?

Contact us