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

Nicole T. shared this problem 58 days 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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