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| Custom reports are typically sent either as a drop box download link or as an email attachment. | | Custom reports are typically sent either as a drop box download link or as an email attachment. |
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| == How to install a custom report received as drop box download link == | | ==Procedure== |
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| To install a custom report received as drop box download link, follow these steps.
| | * [[How to install a custom report received as drop box download link]] |
| | * [[How to install a custom report received as an email attachment]] |
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| # Start BudgetLink
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| # From the Menu, click on 35. Help, then choose Links;
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| # Click on the hyperlink next to '''[[BudgetLink System Folder|System Folder]]''';
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| # Copy the folder location displayed in the address bar at the top of the windows explorer window;
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| # Open your email containing the download link
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| # Click on the link to view an image of the template in you web browser
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| # Click '''Download''' and then choose '''Direct download'''
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| # Choose to save the file and paste the copied folder location;
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| # Return to BudgetLink and click on the '''Refresh Menu''' button;
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| The new report should appear in the menu.
| | == Related Topics == |
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| == How to install a custom report received as an email attachment ==
| | * [[Customising Reports]] |
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| To install a custom report received as an email attachment, follow these steps.
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| # Start BudgetLink
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| # From the Menu, click on 35. Help, then choose Links;
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| # Click on the hyperlink next to '''System Folder''';
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| # Copy the folder location displayed in the address bar at the top of the windows explorer window;
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| # Go to your email and chose to save the attachment and paste the address copied;
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| # Click the save button;
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| # Return to BudgetLink and click on the '''Refresh Menu''' button;
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| The new report should appear in the menu.
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