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How do I reset a portal report?

Last post 02-04-2015 5:45 PM by NickZeik. 2 replies.
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  • 02-03-2015 11:15 AM

    • NickZeik
    • Top 500 Contributor
    • Joined on 03-03-2013
    • St. Petersburg, FL
    • Posts 17

    How do I reset a portal report?

    I created a back up and want to discard my current work and replace the invoice report in the contacts portal.

    Nick Mazeika
    Consultant
    I'm You When You Can't Be
  • 02-03-2015 1:49 PM In reply to

    Re: How do I reset a portal report?

    Answer

    Hi NickZeik,

    You can select the default print report for various transactions by navigating to Customers > Invoices and clicking More actions... > Customize Print Templates.... Assuming you haven't customized your portal to display a specific report, this should do the trick.

    Hope this helps.

    - Justin

    Justin Henderiks
    Technical Sales Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: j.henderiks@method.me
  • 02-04-2015 5:45 PM In reply to

    • NickZeik
    • Top 500 Contributor
    • Joined on 03-03-2013
    • St. Petersburg, FL
    • Posts 17

    Re: How do I reset a portal report?

    Thanks!

    Nick Mazeika
    Consultant
    I'm You When You Can't Be
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