Recent changes (not indicated in changelog) have removed the categories from the reports. Trying to find ‘financial summary’ shows no results. Please change the report titles to be more search friendly now that the easy to see categories are gone. Or bring back easy to use categories. Thanks! See attached screenshot (which is an xlsx file as jpeg is not supported!).
Hi, there.
I understand that you liked the previous reporting more. There have been some updates but we’d be happy to see how you can still pull the same reports you were previously reporting. Could you please share the screenshot you’re referring to, it seems it wasn’t uploaded?
Looking forward to your reply,
@Rio if you look at the thread, underneath labels, you’ll see ‘views’ then underneath that you’ll see a black paperclip icon beside the attachment in green text that reads " Reports - categories gone and no header tags for reports now.xlsx "
I can’t actually attach a screenshot as the forums will not allow photo files. I had to upload it as an excel document.
Thanks for the quick reply!
You can type in Finances: Summary. To get a financial summary report, the only difference, in this case, is that financials, is now, finances. So when looking for financing reports simply type finance and you can see a drop-down of finance reports.
Try that out and let me know if you are able to see those reports.