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Buy nowWe have about 15 custom reports that were created using the old report formats that we've been using for several years. These reports are emailed via the scheduled report function to various groups of people on the 9th of each month.
I've been trying to convert these reports to the newer report format but I'm running into several issues that I hope can be addressed or workable options presented:
1) I do not see how to group multiple new custom reports into a single group so those reports can be emailed with one email. This function has existed for a long time with the old reports but now I cannot edit the group options such as email recipients or schedule. (This edit option has been reported to QBO but so far no responses).
2) I tried to add the new custom report to a Management Report so I could group them but the custom reports don't report any data, regardless of the timeframe I select. I can still add an old report and the data shows, just no data from a custom report.
3) I would like the ability to schedule and email .pdf versions of some reports, not just Excel versions, as not all our users are familiar with Excel. I do not see this option except for using the Management Report, which is not working with the custom reports.
Thanks