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Lead Reports no longer showing up & can't create new lead reports (in upgrade)

Nicole T. shared this problem 8 months ago
Known

In the previous version we had many lead reports created. In the upgrade, none of those are showing up and I am unable to even create new reports. The help topics / instructions are of no help unfortunately. Also do not have any of the "pre-populated reports" noted here: https://rental.software/support/knowledge-base/article/lead-reports

Comments (1)

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I can see the reports on the admin account. Settings-->Reports. In the new IO version reports can be seen by workers if they are shared. This would need to be done from the admin account. Go to Settings-->Reports and open the report and below towards the bottom there is an option to share with workers. dfc3f81fd778ce28cffc92ec2fd506b4

f5081e33a27af16745f0df285d8a0508

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Thanks! I will get the owner to look for that!

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