Settings and activity
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6 votes
Hi Sally, appreciate the image back to the earlier update you're referring to here. Is it possible that the custom report you're using was saved prior to the update and needs updating with any new setting changes and then saving again to hold these for future use?
If you're still finding the same behaviour, I'd highly recommend raising a case with our team of specialists at Support so they can dive into why settings you've saved in a custom report aren't being applied. Thanks
Rebecca Schaab
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22 votes
An error occurred while saving the comment Rebecca Schaab
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Fully agree. The new "update" is not user friendly at all.
Rebecca Schaab
supported this idea
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Further to this. Just wondering, instead of having the tick box option permanently set to "show archived" - if it could be permanently set to not being ticked, because we have to untick it every time we go to run the report. If we want to search by an account name then all the archived ones are included unless we untick it, which is painful.
It might be beneficial for the option to be the other way around? - In the off chance people want to see archived account transactions then they can choose this option instead of it being the standard option.
Thanks