I am trying to create some reports from Xero data but am unable to save my presets to reuse. After I select a report from the menu, there is no ‘Save Preset’ button there. I do see this button when I select a data table (rather than a report). Am I doing something wrong? The reports themselves work fine.
To save a preset, you need to do the following steps:
- Click on the preset box:
-
Delete the text [Load or type to save a preset] and type the preset name.
-
Click on the Save Preset button.
Next time you open this report, the preset will be in the drop-down menu.
Let me know if that helps!
Hi Neville,
As I originally mentioned, the ‘Save Preset’ button is simply not there sometimes. (Neither is the ‘Delete’ button.) Is there an issue with my add-in?
Screenshot 2021-01-28 065400|572x152
It is not there whenever I try to run a report. However, the buttons are there when I try to run a data table.
This is typically caused by the resolution of the screen possibly due to a high resolution / aspect ratio screen. Do you know how to check the resolution of your computer to double check?
Hi @Neville
My screen resolution is 1920 x 1080. I tried changing it down to 800 x 600 to see, but the button is still not there. It seems unusual that the button is only missing when I try to run reports but not data tables.
I am having exactly the same issue, changing the resolution and text size doesnt seem to make any difference.
Hi @Austen
Thank you for using DataDear and for pointing out this issue. We are aware that on rare occasions this is happening and we are currently working on a new DataDear add-on that should rectify this issue and should be available in the coming months.
Please bare with us till then and apologies for the inconvenience.
Regards,
David
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