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.

• Click Share.

The report will be shared with the respective users, and they can access it, based on the chosen preferences.

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