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C
communityoil
Level 1
September 2, 2019
Question

How can I change the settings of a custom report?

  • September 2, 2019
  • 1 reply
  • 14 views
Selecting Edit only reveals the title of the report, not the settings

1 reply

T
TaliaI
Level 8
September 2, 2019

Hello communityoil,

 

If you are wanting to change the customisation of the report, you will need to click into the report, select Customise and once changed select Save customisation. Save this as the same name of the original customisation - this will then overwrite the previous settings.

 

Thanks,

Talia

C
communityoilAuthor
Level 1
September 2, 2019

Talia,

Many thanks. Now I'm in the right area.  However, I now find that I cannot select invoice dates rather than due dates.  I'm just trying to list all invoices dated 1st-31st July.  Each time  I try to choose a date it ticks the Due Date box.  Please advise.

G
GeorgiaC
Level 13
September 2, 2019

Hey communityoil, 

 

Can I check the name of the report you are customising to help further?

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