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November 2022
November 2022
After the latest upgrade, our office staff can no longer view the customised reports I have set up. Can you please outline the steps in the access area I need to change to enable this? The permissions they need to view is the 'Sales (Customer Detail) report. I have tried giving them access as follows but still does not work.
Sales, Reports, Sales
Sales, Accounts, Accounts
Sales, Reports, Accounts
Sales, General, User Access
See current screen shot attached.
December 2022
December 2022
Hi @ChrisR
I can see that @Steven_M has responded to you regarding this query on this thread: Custom report not appearing (related to user access, after 2022.10 upgrade).
Please don't hesitate to post again if you need assistance in the future.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
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