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

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(Created page with "==Overview== BudgetLink reports are Excel Workbooks To appear in the BudgetLink Menu they must first be saved in the BudgetLink System folder Custom reports are typically emai...")
 
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==Procedure==
==Procedure==
To install the custom Report:
To install the custom Report:
#Download the Zipped File
#Save the zipped report/s file from the email
#Unzip the Custom Report/s
#Unzip the Custom Report/s
#Select all the Reports and click Copy
#Select all the Reports to install and click Copy
#Open the BudgetLink\System folder and paste the files
#Open the BudgetLink\System folder and paste the files
#Go to the BudgetLink Menu and click the 'Refresh Menu' button
#Go to the BudgetLink Menu and click the 'Refresh Menu' button
The new report should appear in the menu
The new report/s should appear in the menu
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