Difference between revisions of "How to install a custom report"

How to install a custom report (view source)

54 bytes added , 19:21, 18 December 2014

no edit summary

1,991

edits

@@ Line 2: / Line 2: @@
 *BudgetLink reports are Excel Workbooks.
 *To install the report so that it appears in the BudgetLink Menu it must saved in the BudgetLink System folder.
-*Custom reports are typically emailed as a zipped attachment.
+*Custom reports are typically sent as a drop box download link in an email.
 ==Procedure==
 To install the custom Report:
-#Open the email containing the report file attachment
+#Open the email containing the download link
-#Save the attachment on your desktop
+#Click on the link to view an image of the template in you web browser
-#Locate the file on your Desktop
+#Click '''Download''' and then choose '''Direct download'''
-#If zipped then unzip it
+#Click '''Show in folder'''
-#Select all the Reports to install and click Copy
+#Locate the downloaded file and copy it
-#Open the [[BudgetLink Folder]]
+#Open the [[BudgetLink Folder]] \System folder and paste the file into it
-#Open the \System folder and paste the file/s
 #Go to the BudgetLink Menu and click the 'Refresh Menu' button
 The new report/s should appear in the menu