Schedule Reports Not Working in Modern Reports
released
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Sami Bigham
My existing clients have scheduled reports that send correctly in Classic reports. I tried to set up a similar schedule with two new clients and used Modern reports. The reports sent to the client in excel and not PDF. When I went to try and edit the "schedule" I was not able to do so. I can easily edit the schedule in Classic reports. I have spoken with Intuit support and was told the edit feature is available in 'Workflows' which I don't have access to in the current subscription level. They were not able to delete the workflow for me. I was told to delete the Modern reports and that would get rid of the scheduled reports. Last month my client received 4 separate emails with their scheduled reports. Apparently there are 3 workflows set up that I have no way of knowing are there and sending. The 4th email, I am assuming is from the scheduled report I have set up with Classic reports. I really need the ability to cancel these workflows. I also truly hope that moving forward I will have the ability to schedule reports in all subscription levels.
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Sami Bigham
Subhanan Sahoo today the same scenario occurred again. One of my clients received two emails with reports in the incorrect format from a workflow in the background that I have no way of editing or canceling. Another client the same thing happened. I realize that scheduling of reports is live. That is not the issue. I was able to set these up but am unable to cancel or edit them. I was told by a Quickbooks expert to delete the reports and that would stop them sending but it did not.
I was just on the phone with support again and apparently there is an open investigation for this issue. For the clients this is happening with, I do not have access to 'Workflows' under Settings. Apparently this is where I would need to edit or cancel this process.
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Lisa Rodriguez
I am able to
Subhanan Sahoo
updated the status to
released
Scheduling of reports is LIVE to all QBO companies across SKUs. Please validate and let me know if it's still not the case.
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Sami Bigham
I am desperate to be able to cancel these workflows until you get this issue fixed. It is embarrassing that my client gets multiple emails at the end of each month with reports attached that are not even in a format that looks good. I have called QB support and they tell me they can't get them to stop sending. There has to be a way on the back end to stop this process. PLEASE HELP!
Nipun Bhatia
updated the status to
planned
The status was updated to
under review