Sharable Custom URLs for Modern Reports (like Classic Reports) | Voters

Sharable Custom URLs for Modern Reports (like Classic Reports)

in backlog

hector

One great thing that classic reports had was that we could build a report with all sorts of customizations and share them with any QBO user outside the company. With modern reports that is not possible.

February 11, 2025

Autopilot

Merged in a post:

Shared Custom reports

Nancy Linehan

Currently, when sharing custom reports with the firm, only the underlying report data is shared. The organizational structure (folders, groups, and sorting) remains user-specific. This forces every team member to manually recreate identical folder structures on their individual logins, creating highly redundant administrative work. Please add a "Share Layout" or "Share Folder Structure" option. Administrators should be able to publish standardized custom report dashboards that update globally for all user logins. This will save significant time, ensure workflow standardization across accounting teams, and make onboarding new staff members much more efficient.

July 8, 2026

Autopilot

Merged in a post:

Sharing Custom Reports

Cyndi Menard

Need 4 levels of availability sharing: 1)Just me, 2) My Team, 3) MyTeam and client, 4)Everybody including other accounting firm users. Currently sharing custom reports doesn't seem to be working.

May 18, 2026

Subhanan Sahoo

updated the status to

in backlog

Ben Curtis

Agreed this was a great feature, is limiting not being in Modern View

Ninad Marathe

Thanks for bringing this to our notice, Hector & Alicia! We'll see how we can bring this back.

hector

Ninad Marathe any progress on this

Ninad Marathe

updated the status to

under review

Alicia Pollock

I used this feature all the time and have been hamstrung by not being able to share URLS that generate the exact customized report. I share that link with clients, and also sometimes use it as a reference inside other transactions as backup.