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Replying to:
jamespaul
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I hope you're doing fine today, ambbwc.

 

There are two ways to do this. If you've saved your customized report, you'll want to go to the Custom reports tab. Here's how:

 

  1. Go to the Reports tab.
  2. Click the Custom reports tab.
  3. Hi the Edit link for the custom report you want to share.
  4. Choose All under Share with
  5. Click Save and close.

Other users will be able to see the shared reports when they go to their Custom reports tab. 

 

ShareRep1.PNGShareRep2.PNG

 

Another way is to use the Save customization button. Simply open a specific report, then click on the Save customization button. You'll see the Share with drop-down menu again. 

 

ShareRep3.PNG

 

You also have the option to send a scheduled customized report. If you want to give it a try, you can visit this article: Set schedule and email information for a memorized report.

 

I'd also suggest reading our Report articles for data reporting and such.

 

I personally like this feature in QuickBooks Online. I can share important reports with the team easily. If you have other questions, the Community Team is always here to help. 

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