Use Settings → Report Sharing → Manage Recipients to choose who appears by default whenever you create a new report.
- Enter an email address and choose Add.
- For a new person, choose Reviewer or Accountant.
- Choose Save Changes.
The next report you create starts with these people selected. On the final Create a Report screen, you can remove someone from that report before creating it without changing this default list.
Removing someone in Settings
- Reviewer: Choose the X, then Save Changes. This removes the Reviewer from future reports. Existing reports already shared with them do not change.
- Connected accountant: Choose Disconnect, then confirm. This ends the accountant relationship and revokes the accountant's account access; it is not merely "remove from defaults." Existing report records remain, but the accountant loses access through the disconnected relationship.
To remove a connected accountant from only one report while keeping the relationship, open My Reports, choose Share on that report, remove the accountant with the X, and choose Save Changes.
Changing the Settings defaults does not retroactively add or remove people on reports that already exist.