Hello, How are you today?
Thank you for trying to help.
> If a user is assigned a custom role to the Share with option and the custom report is within the scope of their access
Please explain where I find the "Share with option."
> the Share with option is only available in the Classic view. If you're using the Modern view, you'll need to...
Yes, I checked all views; I did not know the proper names which is why I explained the views as "in the browser, and in the app for both web and desktop views."
- Please note that I find it strange that you are calling it "Classic view" and "Modern view" when the product UI clearly states it is a Desktop view.
(?) Are you saying that I cannot see the Share with option until I recreate the report from the Desktop view?(?) (By the way, I am going to call it the Desktop view because that is what I see in in my UI)
> If you want to share a screenshot, please reattach it and...
I am not sure you understand my issue. Your system does not allow me to paste images or attach images unless I am signed in (which I am already signed in). Somehow today, I could attach an image although there is nothing to show.
In fact, my general feedback is that the quickbooks.intuit.com/learn-support/forums UI performs very poorly and is very frustrating to use. I could go on, but I'm not sure I have the time to give it a proper evaluation. Please note that it is painful for your customers; personally, I recommend that you migrate to the Discourse platform and ditch your current provider.
In any case, I am trying to solve the problem of sharing a report. I understand the rules about sharing a report that is within the scope of access of a custom role. However, your instructions do not make sense.
- There is no Share with option available in any view, including "classic view"
- Adding and managing customs roles is clear. It's not clear why I was able to share my custom report with a user signed a custom roll in early March 2024, then when the feature was released in late March 2024, sharing this report same was no longer possible.
I would appreciate if I could be offered some correct, useable instructions about how to fix this problem.
Thankfully it's not a mission critical item.
I will look forward to giving this another try.
