Saving Custom Reports

Overview

BudgetLink does not allow you to change the original Standard Reports but does allow you to create your own Custom Report based on any existing Standard Report.

Custom Reports are only available on BudgetLink Standard Edition, BudgetLink Pro Edition and BudgetLink Ultimate Edition.

How to save as a new custom report

To save as a new custom report, follow these steps.

1. Click Save in Excel;
2. When prompted, click the Save As New Custom Report button;
3. Enter a new name for your custom report and click Save.

Your custom report will be automatically saved in the correct location and will automatically appear in the Menu.

How to save updates to an existing custom report

To save updates to an existing custom report, follow these steps.

1. Click Save in Excel;
2. When prompted, click the Save Custom Report button.

Note that the Save Custom Report button will only be available if the report you are saving is not the original Standard Report. If it is, you will need to first create a new custom report using the Save As New Custom Report.

Related Topics

• Reports
• How to Guides