13.6.3 Activity: Add Grid Card to Margin Summary Page

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Kenemmy2022
Kenemmy2022 Member, ALL USERS, Community Member Posts: 5 Occasional Contributor

Please help.

 

I followed every instruction given but the new saved view (forecast period) won't populate to be used for the grid configuration.

 

Attached are the screenshots. 

 

Any clue or help on how to go about this will be highly appreciated. Thanks in advance!

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  • Kenemmy2022
    Kenemmy2022 Member, ALL USERS, Community Member Posts: 5 Occasional Contributor

    @ManjunathKN  attached is the screenshot of what I am talking about. The forecast period won't show up. I am only seeing the default view.

     

    Thanks in advance

  • Kenemmy2022
    Kenemmy2022 Member, ALL USERS, Community Member Posts: 5 Occasional Contributor

    @ManjunathKN  This is my result in the outcome and expected outcome.

     

     

    Thanks in advance

     

     

  • Kenemmy2022
    Kenemmy2022 Member, ALL USERS, Community Member Posts: 5 Occasional Contributor

    @ManjunathKN thank you for taking the time to help me on this. As you have rightly mentioned, I have created a saved view for the "forecast periods" and I am trying to publish from the module views but the forecast period does not populate. I am honestly confused now.

     

    Attached are my screenshots.

     

    Thank You!