I have previously created a find report under sales analysis. I have named and saved it. Since then I have made additional changes to what is exported to excel, but I can't seem to save the changes.
Anyone know I can resave this report?
I have previously created a find report under sales analysis. I have named and saved it. Since then I have made additional changes to what is exported to excel, but I can't seem to save the changes.
Anyone know I can resave this report?
Click on your saved criteria, make your changes and once done, click on the Save icon and this will save the changes replacing the existing one.
The changes I have made are what is being exported to Excel. Once I start to export it, the save icon is shaded.
I just attempt this again on my end using your described workflow and I am able to save. The save icon is located at the top right corner. Can you check again. Also save your changes before exporting to Excel to see if this makes a difference.
When exporting to Excel, you can select the fields to show on the Excel report. However, depending on which computer I export the sales analysis report on, sometimes the selected fields are saved and other times I have to reselect them all. I check the user setups and they are the same. Anyone know?
user access settings or user export settings
Thank you. I resolved this by exporting to Excel and then resaving my original report.
*Community Hub is the new name for Sage City