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

How to install a custom report (view source)

Revision as of 22:48, 16 February 2015

942 bytes added , 22:48, 16 February 2015

no edit summary

Nic

Write, Bureaucrats, Administrators

2,725

edits

@@ Line 1: / Line 1: @@
 ==Overview==
-*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 sent as a drop box download link in an email.
-==Procedure==
+All BudgetLink reports are self contained Excel workbook that can be shipped and installed independently of each other. The only requirement is that they are located within the BudgetLink's system folder.
-To install the custom Report:
-#Open the email containing the download link
+Custom reports are typically sent either as an email attachment or as a drop box download link.
-#Click on the link to view an image of the template in you web browser
-#Click '''Download''' and then choose '''Direct download'''
+== How to install a custom report received as an email attachment ==
-#Click '''Show in folder'''
-#Locate the downloaded file and copy it
+To install a custom report received as an email attachment, follow these steps.
-#Open the [[BudgetLink Folder]]\System folder and paste the file into it
-#Go to the BudgetLink Menu and click the 'Refresh Menu' button
+# Start BudgetLink
-The new report/s should appear in the menu
+# From the Menu, click on 35. Help, then choose Links;
+# Click on the hyperlink next to '''System Folder''';
+# Copy the folder location displayed in the address bar at the top of the windows explorer window;
+# Go to your email and chose to save the attachment and paste the address copied;
+# Click the save button;
+# Return to BudgetLink and click on the '''Refresh Menu''' button;
+The new report should appear in the menu.
+== How to install a custom report received as drop box download link ==
+To install a custom report received as drop box download link, follow these steps.
+# Start BudgetLink
+# From the Menu, click on 35. Help, then choose Links;
+# Click on the hyperlink next to '''System Folder''';
+# Copy the folder location displayed in the address bar at the top of the windows explorer window;
+# Open your email containing the download link
+# Click on the link to view an image of the template in you web browser
+# Click '''Download''' and then choose '''Direct download'''
+# Choose to save the file and paste the copied folder location;
+# Return to BudgetLink and click on the '''Refresh Menu''' button;
+The new report should appear in the menu.