Download a Report Attachment

Use Report Attachments in the Folders, Reports, & Documents submodule in the Settings module to download report attachments.

To use Report Attachments, you must have access to Settings as defined in User Access Rights under Settings.

To download a report attachment:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the report attachment that you want to download.
  3. In the left pane of the Settings page, click Folders, Reports, & Documents > Report Attachments.
  4. In the grid, highlight the report attachment that you want to download and click Download on the grid toolbar.
    WorkBook saves the file on your computer.