How do I add a saved report?
rmshovell
Member
ie, I have an account named Client trust and under that account I have account list of 30-40 individuals. They are under Reports, My Reports Saved and Graphs. I need to add a new individual. Can you tell me how to do this. I have done this before and know it is simple but for some reason I can't figure it out and need to add more individuals before the end of the year. Thank you!
0
Best Answer
-
Customize the report (press Alt + C) and save the report (press Alt + S)5
Answers
-
Customize the report (press Alt + C) and save the report (press Alt + S)5
This discussion has been closed.