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WHEN EMAILING REPORTS IN EXCEL FLICKS TO A P&L SINCE 2016 UPGRADE

KarenKaren Member Posts: 42
edited April 2018 in Accounts Hosted
SINCE UPGRADE TO  2016 now cannot directly email reports in excel from Reckon 2016.


Previously would:

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e.g.:
trying to email 

image

screen automatically  reverts to a P&L.
And not even in the same date range as my report.

I don't want a P&L ......I want a report on an item.

image


can only send correct report by pdf.

........or export and download.

Please advise/address?





Comments

  • Kyla JKyla J Member Posts: 6
    edited March 2017
    This just started happening to me, I'm trying to email an Item by Summary report as an excel document, instead my Reckon freezes until it generates a "Budget vs. Actual by Donors / Grants" report. Have tried restarting. Does anyone know how to fix?
    image
  • WendyWendy Member Posts: 35 ✭
    edited April 2018
    This has been happening to me as well. Very inconsistently though - I never know if it will let me email the report as normal, or whether it will open up some other random report. It's quite odd, so much so I have been reluctant to report it, as I wasn't sure I could explain it properly! It happened again today - it seems as if, once it happens, it will keep happening for that report for a while day, but later, the same report can be emailed just fine.  
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