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

How to install a custom report (view source)

Revision as of 19:40, 29 May 2016

1,140 bytes removed , 19:40, 29 May 2016

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Jeff

Write, Bureaucrats, Administrators

1,991

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@@ Line 5: / Line 5: @@
 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 drop box download link ==
+==Procedure==
-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]]
-# Start BudgetLink
+<br clear=all />
-# From the Menu, click on 35. Help, then choose Links;
-# Click on the hyperlink next to '''[[BudgetLink System Folder|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.
+== Related Topics ==
-== How to install a custom report received as an email attachment ==
+* [[Customising Reports]]
-To install a custom report received as an email attachment, 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;
-# 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.

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

How to install a custom report (view source)

Revision as of 19:40, 29 May 2016

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