Pivot Report and Excel

Seetal Gandhi

Hello,


When I create a pivot report, the default location to where the Excel file is created is:


C:\\Users\\XXX\\AppData\\Local\\Temp


I cannot find any option to configure this location unlike with an export. If you move the Excel file created, the refresh of the file doesn't work as Raiser's Edge is looking for the file in this specific location.  Version of RE is 7.96.


Is it possible to choose where the Excel file is created?


Thanks

Melissa S Graves

Tools - User Options - File Locations

Seetal Gandhi

Thanks Melissa.  Unfortunately, I've already tried that in the import/export data and excel fields and still defaults to the temp folder...

Anne Herbert

Sometimes I’ve had this issue and when I
logout and back in the system recognizes our folders.  We’re
hosted.

Seetal Gandhi

Thanks Anne.  Tried logging out and in again and still no luck.  We're not hosted so wonder if that may be part of the issue...

Heather MacKenzie

My org is unable to use this save to computer feature because our security settings prevent us from saving onto the C: Drive, but the one time I've seen someone use this functionality in person, that was the only place she was able to save it.  It may be that there is no way around this.  I'd try talking to your local IT people to see if perhaps your firewall and/or security settings are limiting you in some way, Seetal Gandhi‍ 

Melissa S Graves

Heather MacKenzie:

My org is unable to use this save to computer feature because our security settings prevent us from saving onto the C: Drive, but the one time I've seen someone use this functionality in person, that was the only place she was able to save it.  It may be that there is no way around this.  I'd try talking to your local IT people to see if perhaps your firewall and/or security settings are limiting you in some way, Seetal Gandhi‍ 

Blackbaud has to turn on the network file access from their side for you to be able to save to your network and not just the hosted file server or your c:drive. It is a fairly easy thing to do and can often be done the same day you request it.

Heather MacKenzie

Thanks for the info, Melissa Graves‍!  I'll check that out.  I have never heard of that before.