I’m trying to create a Report Pack which contains a custom General Ledger report, however, whenever I run the report pack, the General Ledger report that’s in the pack is for all accounts, not just the ones selected in the custom report. I can see that there have been others who have had this problem a couple of years ago, but haven’t found a solution. Can anyone please help?
Hi tab2007,
Thanks for raising this. If your custom reports aren’t working in Report Packs, it’s worth checking the report pack setup first. Report Packs need to be created from a template, and the reports included in the pack are managed from that template. You can review this by going to Reporting > Report packs, opening the template, then checking the Pages section to make sure the correct reports have been added and saved. When you create the report pack itself, you’ll also need to select the right period or date range and apply that template. This help article runs through the steps here: Report packs.
If it’s still not working after that, please reach out to our live chat support through our virtual assistant, MOCA, or submit a case via My Account for further help. They’ll be able to take a closer look at what’s happening in your file.
Regards,
Sai
