Write, Bureaucrats, Administrators
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Difference between revisions of "How to install a custom report"
How to install a custom report (view source)
Revision as of 04:46, 2 February 2016
, 04:46, 2 February 2016no edit summary
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All BudgetLink reports are self contained Excel workbooks that can be shipped and installed independently of each other. The only requirement is that they are located within the BudgetLink's [[BudgetLink System Folder|system folder]]. | All BudgetLink reports are self contained Excel workbooks that can be shipped and installed independently of each other. The only requirement is that they are located within the BudgetLink's [[BudgetLink System Folder|system folder]]. | ||
Custom reports are typically sent either | Custom reports are typically sent either as a drop box download link or as an email attachment. | ||
== How to install a custom report received as | == How to install a custom report received as drop box download link == | ||
To install a custom report received as | To install a custom report received as drop box download link, follow these steps. | ||
# Start BudgetLink | # Start BudgetLink | ||
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# Click on the hyperlink next to '''System Folder'''; | # 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; | # 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; | # Return to BudgetLink and click on the '''Refresh Menu''' button; | ||
The new report should appear in the menu. | The new report should appear in the menu. | ||
== How to install a custom report received as an email attachment == | |||
To install a custom report received as an email attachment, follow these steps. | |||
To install a custom report received as | |||
# Start BudgetLink | # Start BudgetLink | ||
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# Click on the hyperlink next to '''System Folder'''; | # 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; | # 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; | # Return to BudgetLink and click on the '''Refresh Menu''' button; | ||
The new report should appear in the menu. | The new report should appear in the menu. | ||