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communityoil
Sep 2, 2019 10:23 AM UTC
Question

How can I change the settings of a custom report?

Selecting Edit only reveals the title of the report, not the settings

4 replies

TaliaI
Sep 2, 2019 10:36 AM UTC

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

communityoilAuthor
Sep 2, 2019 11:07 AM UTC

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.

GeorgiaC
Sep 2, 2019 1:31 PM UTC

Hey communityoil, 

 

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

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