Write, Bureaucrats, Administrators
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Difference between revisions of "How to install a custom report received as an email attachment"
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How to install a custom report received as an email attachment (view source)
Revision as of 00:20, 11 September 2020
, 00:20, 11 September 2020→Procedure
(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. | ||