Home Customer Reconciliation Someone says they can't view the report after I shared the link. What should I check?

Someone says they can't view the report after I shared the link. What should I check?

Last updated on Apr 23, 2026

Someone says they can't view the report after I shared the link. What should I check?

Short Answer: Check if they’re listed under ‘People with access’ or if the report is set to ‘Public’, and ensure you clicked ‘Save’.

PreRequisites

  1. Have the ‘Share this report’ dialog open

Steps

  1. Check access list.
    Open ‘Share this report’ and confirm the person’s email is listed under ‘People with access’.

  2. Verify access type.
    Check ‘Report access’:

    • Private: Only listed users can view

    • Public: Anyone with the link can view

  3. Update access if needed.
    Add the person’s email or switch to ‘Public’, then click ‘Save’.

  4. Confirm login details.
    Ask the person to sign in with the same email you shared access with (if Private).

Troubleshooting

  1. User still cannot access after being added
    Likely Cause: Signed in with a different email or session issue
    Action: Ask them to sign out and sign back in with the correct email, or re-add them and click ‘Save’ again

  2. Public link not working
    Likely Cause: Changes not saved or outdated link shared
    Action: Set to ‘Public’, click ‘Save’, then use ‘Copy link’ and resend

Note: Access issues are usually due to permissions or login mismatch—double-check both before troubleshooting further.