Difference between revisions of "Saving Reports"

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(Created page with "== Overview == Saving in BudgetLink is different to saving normal Excel workbook as the reports themselves contain a lot of automation. In order to save a report to send t...")
 
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Saving in BudgetLink is different to saving normal Excel workbook as the reports themselves contain a lot of automation.  
Saving in BudgetLink is different to saving normal Excel workbook as the reports themselves contain a lot of automation.  


In order to save a report to send to someone that doesn't have access to BudgetLink, you need to use the '''Save Report As Values''' or use the Publish functionality. See [[Publishing Reports]] for more information.
In order to save a report to send to someone that doesn't have access to BudgetLink, you need to use the '''Save Report As Values''' or use the '''Publish functionality'''. See [[Publishing Reports]] for more information.


If, on the other hand, you want to save cosmetic or structural changes to the report template (e.g. font or colour changes), you need to save a custom report.  See [[Saving Custom Reports]] for more information.
If, on the other hand, you want to save cosmetic or structural changes to the report template (e.g. font or colour changes), you need to save a custom report.  See [[Saving Custom Reports]] for more information.
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