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How do I identify the underlying criteria for a Report in a Bundle?

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 8 months ago

To identify the underlying criteria used in a report within a bundle:

  • In the Bundle screen there is a Card for each Report

  • The bottom row of each card details the

    • Organisation

    • Business Unit Tree

    • Budget

    • Account Tree

  • If you need to update this, you can click CONFIGURE on the right of each report

  • Alternatively, you can change multiple Reports at once by using Bulk Actions.

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