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

Options
Karen_6907124
Karen_6907124 Member Posts: 33 ✭
edited April 2018 in Accounts Hosted
SINCE UPGRADE TO  2016 now cannot directly email reports in excel from Reckon 2016.


Previously would:

image


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 J
    Kyla J Member Posts: 6 ✭
    edited March 2017
    Options
    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
  • Wendy_7689800
    Wendy_7689800 Member Posts: 51 ✭✭
    edited April 2018
    Options
    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.  
  • Wendy_7689800
    Wendy_7689800 Member Posts: 51 ✭✭
    Options

    This happens to me as well, exactly as outlined by the first person. I open a report, select to email the excel version and instead it opens another report. For me it is random, it affects different reports each time, sometimes it won't happen for a while, then it happens a lot. I have tried closing everything in AH back to the home page, but that doesn't fix it. The only fix is to actually File, Close and then log back on. Very frustrating.

  • Wendy_7689800
    Wendy_7689800 Member Posts: 51 ✭✭
    Options

    This happened to me again today. I decided I will try to remember to make a note here whenever it happens, so as to track frequency more accurately. Todays report: Payroll Totals report, however then tried other reports, same thing happened. Tried File Close, logged back on & then received error "microsoft excel could not be opened ... ". Tried closing all open excel sessions. Tried again, still get error. Closed AH and re-launched. Worked this time.

  • Wendy_7689800
    Wendy_7689800 Member Posts: 51 ✭✭
    Options

    Happened again today. So it's been approx 1 month since last time, but was 2 weeks before that.

    File Close solved it this time. Did NOT get the excel error that I got last time.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,406 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    Options

    @Wendy Do you Verify your Company File regularly?  I'd suggest running the Verify & then running the Rebuild x 3:

    File (along top toolbar) > Utilities > Verify Data / Rebuild Data

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Wendy_7689800
    Wendy_7689800 Member Posts: 51 ✭✭
    Options

    There is a verify that happens automatically as part of the backup - which I run at minimum weekly, is that the same thing?

    Would not usually expect to run a rebuild, are there any things to be aware of before running one?

  • Wendy_7689800
    Wendy_7689800 Member Posts: 51 ✭✭
    Options

    Happened again today. So it's been approx 3 weeks since last time.

    No time to close & reopen, so exported instead of emailing.

Categories