Difference between revisions of "How to install a custom report received as an email attachment"

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(Created page with "==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 lo...")
 
 
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# Go to your email and chose to save the attachment and paste the address copied;
# Go to your email and chose to save the attachment and paste the address copied;
# Click the save button;
# Click the save button;
## Dont open the workbook and click save as as this will break the links in the workbook
# Return to BudgetLink and click on the Refresh Menu button;
# Return to BudgetLink and click on the Refresh Menu button;
The new report should appear in the menu.
The new report should appear in the menu.
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