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Hello,
I am encountering a problem with the copies i have made for the excel report template i created.
I cloned the previous template i created into 3 templates for daily, monthly and previous month view.
But when i change the filter in one report the changes are done in the other templates also.
Please help me with how i can make the report template independent of each other.'
Thanks for your help
Regards,
Jaya
Where are you applying the filter? To the report, task or object in a report?
Hello stephen,
I am applying the filter to the Report.
Regards,
Jaya
Hi, Jaya.
Have you checked that each report is pointing to a unique template and a unique filter and not still sharing the same one ? It's a silly thing, I know, but I've seen it happen.
Neil
Hi
It should be set at the task level.
Create three tasks with the same template.
Task 1 - Apply Monthly Filter
Task 2 - Apply Daily Filter
Task 3 - Apply Prev Month Filter
Hope this helps!
Regards
Harish
Thanks Harish.
This really helped implemented the same way.
Appreciate it.
Regards,
Jaya