My Stuff
Comments
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Thank you, Vernita. I found the top article, but it seemed just a guess. And I couldn't find another source/input/2nd opinion. I appreciate the additional figures and information.
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Hi User_18250, Could this be a conflict based on the Role of the user doing the CSV import? Maybe their Role is specifically restricted from using the default/preferred Item custom form. If you're not already, I recommend having an Administrator Role user try the CSV import. -Henry
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Hi Clarisa, Thank you for the reply and detailed instructions. Yes, I initially tried customizing the Income Statement but found some limitations. The date range customization you show is done in the Report builder, whereas I'd really like the user to be able to make the date range changes on the Report itself, with the…
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Thank you @Jack Daryl Espiel-Oracle. Understood on a script being required and why. I will try to create this next week, and reach out with any questions. I've never created a script but this seems like a good one to start with.