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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Share Report Filter Qu...
Finance | Project Operations, Human Resources, ...
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Share Report Filter Query with Other Users

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ReportReport
Posted on by Britt 20

Hi

I have created and saved a filter query for the Customer Account Statement and would like to share with other users but I cannot find a way how.  Is this possible?

Thanks

I have the same question (0)
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 305,583 Super User 2026 Season 1 on at

    Hi Britt,

    This is not possible in the default application. There are some improvements for saved views on Forms, but I don't know if Microsoft has something on the roadmap for sharing report queries. In the past, I had created a customization for this.

  • Britt Profile Picture
    Britt 20 on at

    Thanks, André.  I suspected this but thank you for the information

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