Schedule Reports Not Working in Modern Reports
planned
S
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.
S
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