Hello .We are new to mew. I read an article on saving filters for reports and creating a custom link.
Sounds like a great idea. i tried that. Created a custom link.
When I click on the link ( In custom links section ) nothing happens.
Does anyone use this feature ?
Thanks.
Best answer by elena.pudova
Dear
Thank you for your question!
Could you please confirm whether you are accessing the report via Main Menu → Custom Links? If you click the links from there, the report should open correctly.
Also, please make sure to click on View Report first when preparing your reports for your Custom Links.
One important thing to keep in mind is that you’ll need to manually adjust the desired dates each time you run the report via Custom Links.
Please refer to this article - Custom links | Community, which explains all the steps in detail. I recommend following the instructions as outlined there and trying again.
If you still experience any issues, please let me know.
Best regards 🌸
+1Dear
Thank you for your question!
Could you please confirm whether you are accessing the report via Main Menu → Custom Links? If you click the links from there, the report should open correctly.
Also, please make sure to click on View Report first when preparing your reports for your Custom Links.
One important thing to keep in mind is that you’ll need to manually adjust the desired dates each time you run the report via Custom Links.
Please refer to this article - Custom links | Community, which explains all the steps in detail. I recommend following the instructions as outlined there and trying again.
If you still experience any issues, please let me know.
Best regards 🌸
Hello Elena
Thank you for your reply. I figured it out today . It was not very evident .I was goiung back into Setting/property and custom links.
You are very right, its right there on main menu- Custom links and it works ! Thank you so much !
Forgot to mention. I had set fileters for may 1 to may 31. When I ran the link it had those date. Did not have to manully enter dates again. i tested by doing a test res in the period and it picked it up in the report.
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