With the new UI, I have not been able to figure out how to access, or create, a personal report.

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I have users that are complaing that they cant figure out how to access their personal reports, or even create a personal report. What are the steps that we need to follow to access persoanl and create personal reports.
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Dana

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Posted 6 years ago

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QuickBasePros (Laura Thacker), Champion

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Click on a table, then you will see a link underneath the menu bar "Reports and Charts". Click on that to access personal and common reports. Then there is a link called "New" to create a new report.
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Dana

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Most of the tables are hidden from the blue bar. Also, this is for global reports. My question is concerning personal reports.
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QuickBasePros (Laura Thacker), Champion

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Personal Reports are located in the same bar block as common reports.  Some Users role permissions may be set so they do not have the ability to create/access personal reports.  I would be happy to do a screenshare to further try to assist you.  Please feel free to contact me offline by clicking on my profile link.