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ACO_llc
Level 3

Confused by Custom Report groups and listing

I have a client with QBO Advanced and have had full admin privileges forever. A few months ago I created my own Accountant Online account and added this client to it. I expected to see the same setup I had created but I understand there are some differences. The one I can't figure out is how the organization of Custom Reports work. 

 

I had a lot of custom reports organized the way I wanted them as a user. When I changed any placements or created new groups from the Accountant interface these adjustments don't seem to show up from the user side. Same is true in the other direction. All reports are and should be visible to All.

  • Am I to conclude that the organization of customer reports (i.e., Groups) is user-specific, no matter what the settings?
  • So that means I have to recreate the organization scheme for every user I want to be able to see it?

 

Also, on the Custom Reports listing one of the columns is labeled Date Range, but the information in that column is often missing or just meaningless. Screenshot attached with the Date Range column circled in red. 

 

 

 

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