Save As

Attachments >

 

 

 

 

Sometimes a change needs to be made to a Crystal Report attached to a Task, but the original report cannot be located. The original report may not be at the path in the Report Properties, or there are multiple versions of the report with similar names. To ensure that the report currently attached to the Task gets modified, MyAssistant can save a copy of the attached report to a location on disk.

 

To save a Crystal Report attached to a Task

1.Select the MyAssistant Task with the attached report in the main MyAssistant window

2.Click "Open" in the button bar to open the Task

3.Click "Email" on the left side of the window that opens to go to the Email Step

4.Right-click on the Crystal Report in the attachments section and select "Save As..."
 

5.Navigate to where the report should be saved, then click "Save"

6.Click "OK" to close the Task

 

After the report has been updated, it can be re-attached to the Task using the Refresh Report feature.

 

 

 

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