Reports are not sharing at all
released
Aditi Sahani
released
Aditi Sahani
under review
Jonathan Bello we're going to look into this and may follow up with questions.
J
Jonathan Bello
Aditi Sahani Thanks, I will be using this more often to let you know other issues
Aditi Sahani
Jonathan Bello: Could you provide more details on where the sharing is an issue? Were you sharing within your firm or were you trying to share with a client?
J
Jonathan Bello
Aditi Sahani I just created a new report and by default the report is shared? or a least this leads me to think that
J
Jonathan Bello
Still showing private
J
Jonathan Bello
If you have anymore questions, lets do a screen share
I have other things planned
I would like to help with more complex issues, this seems to be a bug
Aditi Sahani
Jonathan Bello: The report is not shared - it says only visible to you. Is this still an issue?
Aditi Sahani
Can you describe what has changed or what you are expecting but cannot do?
Aditi Sahani
Jonathan Bello: Thanks Jonathan. It doesn't look like an issue - when you toggle, the report will be shared. It is not automatically. I'm going to close this issue.
J
Jonathan Bello
Aditi Sahani-I think the UI on this is bad - To me it reads that if I move the switch I make it private, not the other way around
Aditi Sahani
Jonathan Bello noted and makes sense. Thank you.