Hi Richneldis

Please try the following to resolve your query:

1. Close the Excel report

2. Within Report Manager, unlink and then relink the report Excel template back to the report

3. Now rerun the report and this time you should no longer view the customers that are not part of the company from where you running it 

Of course, please advise me on the outcome !

Kind Regards

Bennie 

Good day,

Kindly send the the steps on how to unlink and relinked  the excel 

Hi Richneldis

Instead, plese first try the attached procedure to perform a Pivot Field cleanup Pivot Field Clean-up.docx

Good day Bennie,

Hope you are well , 

The above given solution are not working . Those customers that are mot on the database are still showing.

Kind regards 

Hi Richneldis

Ok, in that case, let's now focus on performing a Excel report template unlinking and relinking.

Do the following:

1. Make sure Excel and all BIC reports are closed

2. In Report Manager, find the relevant report layout 

3. Right click on it and select Unlink Template 

4. Click Yes on the prompt that will now display

5. Now select the same report layout 

6. At the bottom left of the Properties screen on the right, click the Show Advanced option

7. On the Report Template field, browse for the Excel template fiel to link it again 

8. When done click the Apply button in the top right of the Properties screen.

9. Rerun the report and test the results. 

Kind Regards

Bennie 

Hi Richneldis

Ok, in that case, let's now focus on performing a Excel report template unlinking and relinking.

Do the following:

1. Make sure Excel and all BIC reports are closed

2. In Report Manager, find the relevant report layout 

3. Right click on it and select Unlink Template 

4. Click Yes on the prompt that will now display

5. Now select the same report layout 

6. At the bottom left of the Properties screen on the right, click the Show Advanced option

7. On the Report Template field, browse for the Excel template fiel to link it again 

8. When done click the Apply button in the top right of the Properties screen.

9. Rerun the report and test the results. 

Kind Regards

Bennie