Publishing Reports - Revision history

Jeff: /* How to publish reports */

2016-10-04T06:46:50Z

How to publish reports

← Older revision		Revision as of 01:46, 4 October 2016
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	# Tick the '''Prompt for Categories Selection''' checkbox if you wish to include multiple copies of this report for multiple categories;		# Tick the '''Prompt for Categories Selection''' checkbox if you wish to include multiple copies of this report for multiple categories;
	# Click OK;		# Click OK;
	# If you ticked the '''Prompt for ~~Jops~~ Selection''' checkbox, tick each job you wish to create a report for and click '''OK''';		# If you ticked the '''Prompt for Jobs Selection''' checkbox, tick each job you wish to create a report for and click '''OK''';
	# If you ticked the '''Prompt for Categories Selection''' checkbox, tick each job you wish to create a report for and click '''OK''';		# If you ticked the '''Prompt for Categories Selection''' checkbox, tick each job you wish to create a report for and click '''OK''';
	# Wait for the reports to be generated, then click '''OK'''.		# Wait for the reports to be generated, then click '''OK'''.
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	* If you clicked Publish from the Menu, all of the reports within that section will be selected.		* If you clicked Publish from the Menu, all of the reports within that section will be selected.
	* You can publish a report to an existing workbook by using the Select workbook to publish to dropdown.		* You can publish a report to an existing workbook by using the Select workbook to publish to dropdown.


	== Related Topics ==		== Related Topics ==

Nic at 00:14, 30 May 2014

2014-05-30T00:14:00Z

← Older revision		Revision as of 19:14, 29 May 2014
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	* [[Customising Reports]]		* [[Customising Reports]]

	* [[~~How To Guides~~]]		[[Category:Getting Started Guide]]
	* [[~~Troubleshooting~~]]		[[Category:How To Guides]]

Nic at 00:13, 30 May 2014

2014-05-30T00:13:39Z

← Older revision		Revision as of 19:13, 29 May 2014
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	* [[Publish]]		* [[Publish]]
	* [[Customising Reports]]		* [[Customising Reports]]

			* [[How To Guides]]
			* [[Troubleshooting]]

Nic at 04:38, 28 March 2014

2014-03-28T04:38:48Z

← Older revision		Revision as of 23:38, 27 March 2014
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	== Related Topics ==		== Related Topics ==

			* [[Publish]]
	* [[Customising Reports]]		* [[Customising Reports]]

Nic at 23:13, 26 November 2013

2013-11-26T23:13:10Z

← Older revision		Revision as of 18:13, 26 November 2013
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	=== Notes ===		=== Notes ===

	* If you clicked Publish from the Menu ~~of a [[ReportPacks\|report pack]]~~, all of the reports in that ~~report pack~~ will be selected.		* If you clicked Publish from the Menu, all of the reports within that section will be selected.
	* You can publish a report to an existing workbook by using the Select workbook to publish to dropdown.		* You can publish a report to an existing workbook by using the Select workbook to publish to dropdown.

Nic at 01:32, 23 August 2013

2013-08-23T01:32:24Z

← Older revision		Revision as of 20:32, 22 August 2013
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	# Click OK;		# Click OK;
	# If you ticked the '''Prompt for Jops Selection''' checkbox, tick each job you wish to create a report for and click '''OK''';		# If you ticked the '''Prompt for Jops Selection''' checkbox, tick each job you wish to create a report for and click '''OK''';
	# If you ticked the ''' for Categories Selection''' checkbox, tick each job you wish to create a report for and click '''OK''';		# If you ticked the '''Prompt for Categories Selection''' checkbox, tick each job you wish to create a report for and click '''OK''';
	# Wait for the reports to be generated, then click '''OK'''.		# Wait for the reports to be generated, then click '''OK'''.

Nic at 01:30, 23 August 2013

2013-08-23T01:30:49Z

← Older revision		Revision as of 20:30, 22 August 2013
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	=== Notes ===		=== Notes ===

	* If you clicked Publish from the Menu of a [[ReportPacks\|report pack], all of the reports in that report pack will be selected.		* If you clicked Publish from the Menu of a [[ReportPacks\|report pack]], all of the reports in that report pack will be selected.
	* You can publish a report to an existing workbook by using the Select workbook to publish to dropdown.		* You can publish a report to an existing workbook by using the Select workbook to publish to dropdown.

Nic at 01:30, 23 August 2013

2013-08-23T01:30:26Z

← Older revision		Revision as of 20:30, 22 August 2013
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	== Overview ==		== Overview ==

	Publishing a report will create a copy of the report in a new Excel workbook. This copy will contain the data based on the selected parameters but will not be linked to BudgetLink or MYOB. The workbook can then be saved and sent to ~~Managers~~ or ~~Board Members~~ without them requiring access to BudgetLink.		Publishing a report will create a copy of the report in a new Excel workbook. This copy will contain the data based on the selected parameters but will not be linked to BudgetLink or MYOB. The workbook can then be saved and sent to managers or board members without them requiring access to BudgetLink.

	== How to publish reports ==		== How to publish reports ==

Nic at 01:27, 23 August 2013

2013-08-23T01:27:26Z

← Older revision		Revision as of 20:27, 22 August 2013
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	== How to publish reports ==		== How to publish reports ==

			[[File:PublishDialogue.png\|300px\|thumb\|right\|Publish Dialogue]]

	To publish a report, follow these steps.		To publish a report, follow these steps.

Nic: Created page with "== Overview == Publishing a report will create a copy of the report in a new Excel workbook. This copy will contain the data based on the selected parameters but will not be ..."

2013-08-23T01:23:43Z

Created page with "== Overview == Publishing a report will create a copy of the report in a new Excel workbook. This copy will contain the data based on the selected parameters but will not be ..."

New page

== Overview ==

Publishing a report will create a copy of the report in a new Excel workbook. This copy will contain the data based on the selected parameters but will not be linked to BudgetLink or MYOB. The workbook can then be saved and sent to Managers or Board Members without them requiring access to BudgetLink.

== How to publish reports ==

To publish a report, follow these steps.

# Click the '''Publish''' button;
# Select the reports you wish to publish. By default the current report will be selected;
# Tick the '''Include Menu''' checkbox if you wish to include a menu in the published workbook;
# Tick the '''Prompt for Jobs Selection''' checkbox if you wish to include multiple copies of this report for multiple jobs;
# Tick the '''Prompt for Categories Selection''' checkbox if you wish to include multiple copies of this report for multiple categories;
# Click OK;
# If you ticked the '''Prompt for Jops Selection''' checkbox, tick each job you wish to create a report for and click '''OK''';
# If you ticked the ''' for Categories Selection''' checkbox, tick each job you wish to create a report for and click '''OK''';
# Wait for the reports to be generated, then click '''OK'''.

=== Notes ===

* If you clicked Publish from the Menu of a [[ReportPacks|report pack], all of the reports in that report pack will be selected.
* You can publish a report to an existing workbook by using the Select workbook to publish to dropdown.

== Related Topics ==

* [[Customising Reports]]