How do I share the Realised Gain or Loss Report with the other users in Zoho Books?
To share the report with other users in your Zoho Books organisation:
- Go to Reports on the left sidebar.
- Select Realised Gain or Loss report under Currency.
- In the Realised Gain or Loss report page, click the Share Report icon in the top right corner.
- In the Share Report pop-up, fill in the following fields:
- Users: Select the users you want to access this report.
- Permissions: Configure the permissions for the selected users. The available permissions are View only and View and Export.
- Click Add Users. The selected users will be listed below.
- Check the Skip Module Access option next to the added user if you want them to access the report, even if they don’t have to access the associated modules.
Insight:
If you want to remove a user, click the Remove icon next to the user listed in the Share Report pop-up.
- Click Share.
The report will be shared with the respective users, and they can access it, based on the chosen preferences.