Sharing of "Group" on custom report saves
in backlog
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Natalie Spears
The sharing of the "groups" for custom report saves is not working. It used to work just fine until a few weeks ago when the move was officially made from Classic to Modern Reports. At first, when that move was made, there was no sharing option to share with "Firm Only". That has now been resolved (Thank you!). However, the sharing of the group has NOT been fixed. When a firm member saves a report to a group and shares it with Firm Only, it only saves the report. it does NOT save the report in the group that was created. Now, however, the other firm members only see the custom report. We do not see the group and those reports grouped/organized within the shared group. Each member of the firm has to go into each one of these custom reports our firm-member created and resave it by creating the group and saving it within that newly created group. This is an issue and really needs resolution since this was a feature we had before but it was lost during the transition from Classic to Modern.
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Natalie Spears
Actually, what you are saying is incorrect. The issue I have explained is not working now but DID used to work. We are not attempting to share an entire group of reports with our firm. What we are attempting to do is save a custom report to a group and share all of that with our firm. It DID used to work that way and I have videos to prove it. Now, however, when a custom report is saved to a group and shared with the firm, the custom report is shared but it is not saved to the group except for the user saving it. It did not used to work that way. Do yall not have an old version of QBO where yall can walk through and recreate what I am explaining? On the save, you had the option to create a new group to assign that custom report to or to save it to an existing group. You also had the option to share with Firm Only. ALL of that got transferred over to every team member, including a new group if one was created, or it was saved in the existing group if that was specified on the save. Right now, the custom reports upon saving are just a jumbled mess for all other team members except our firm member who created the custom reports and saved them in about 5 different groups. None of the group info transferred over to other firm members. That is NOT how it used to work.
Subhanan Sahoo
updated the status to
in backlog
Subhanan Sahoo
Hi Natalie, happy to clarify how report sharing works in QuickBooks.
Sharing individual custom reports is supported — when a user creates a custom report, they can add it to a group and share it with All, with their Firm, or keep it private. However, sharing an entire report group is not something we have ever supported, and here is why.
A report group is a personal organizational structure created by an individual user. Within that group, different reports can have different sharing settings — some shared with All, some with the Firm only, and some kept private. Because of this mixed permission state, sharing the group itself as a whole is not straightforward.
There are also several complex edge cases to consider — for example, if the user who created the group is no longer a QuickBooks user, it raises questions about what should happen to that group and its visibility for other users. These complexities make group-level sharing very difficult to implement reliably.
Subhanan Sahoo
updated the status to
planned
Hi Natalie,
Apologies for the delay in getting back to you. Looking into this issue now.
The status was updated to
under review