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Thanks for reaching out, Jloomy. I appreciate you taking the time to explore options for sharing memorized reports. Currently, QuickBooks Desktop doesn’t have an option to set custom user roles specifically for access to memorized reports.
As a workaround, you can export the specific reports you want to share and manually send them to your team. This ensures they only see the reports you choose without having access to the entire reports portal. Follow these steps:
- Go to the Reports tab.
- Select Memorized Reports, then click Memorized Report List.
- A window will appear showing your memorized reports. Locate the report you want to share and click Export.
If you have more questions or need help with anything else, feel free to reply here. We’ll be glad to loop back and assist.