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Where to Find Reports

edited Jan 3, 2020 12:31AM in Search / Reporting 3 comments

This has happened several times in several different roles:

One role will have a report that another needs.  I (as the administrator) go to "Manage Roles" to give the permission for that report to the second role.  There is no option to grant that permission under that role.  When the person in the second role types the report name into the Global Search, the record shows up.  A certain tab (sometimes Customers, sometimes Reports) is highlighted when the actual report shows up, but when we browse the dropdown for that tab, the report is not there.

So - my question is - does anyone know how to show the report in the dropdown where it is living?  I've been instructing people to add a shortcut, but it would be better if the report actually showed up where it was supposed to be.

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