Linking to a reconciliation template from a report

Templates Reports
1

In one of my reconciliation templates, I’m linking to a (KPI) report. What I would like to do is make a link in the report back to the template, is this possible?

I know users can use the back button in their browser, but once they made some changes to the report view this is no longer a valid option.

2

Hi Ronald

Thank you for your question.

At the moment we do not have functionality to link to reconciliation template from report.

There are two possible solutions:

  1. to use cmd (or ctrl) +J to quickly get to the reconciliation template
  2. to open two windows in browser & to remember to refresh reconciliation template

Jelena

3

It would be best if the report would open in a new tab, for now I’ll just tell people to use CTL + click when opening the report.

Thanks for your reply!