How to install a custom report

Overview

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 system folder.

Custom reports are typically sent either as a drop box download link or as an email attachment.

Procedure

Choose the link below based on the the delivery method.

• Received a Drop Box link
• Received as an attachment in Email

Related Topics

• Customising Reports