Louis Chebetar
Forum Replies Created
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Louis Chebetar
MemberMarch 5, 2026 at 7:26 pm in reply to: Report Layout available when running a report::If constantly switching between layouts – have the customer click the funnel and clear the filter. Then the other options appear to be selected.
If just using one of the forms which is not the main ID selectable, choose it in Report Selection – Sales
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Louis Chebetar
MemberMarch 5, 2026 at 5:29 pm in reply to: Report Layout available when running a report::Carlos – what’s your specific use case? It depends as some instances you can leverage related reports that don’t share the same layout ID. You can set them by default by searching the “Report Selection – {Insert Area i.e. Sales} and updating which document the reports show on to default the preferred document. Keep in mind this updates it for all users.
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Louis Chebetar
MemberMarch 6, 2026 at 10:57 am in reply to: Report Layout available when running a report::Aligned that it needs to be able to connect with the source information. This does work and I just did it with the example MEM Customer Statements 70210965 is defaulted out of the box with Binary Stream installed and I changed to MEM Customer Statements By Entity 7021966 and was able to see the output without issue.