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Copying a report to the client or practice level

Accountants Enterprise in Australia only

Use the Copy to Client or Copy to Practice menu items to save the currently selected report to the level at which you opened Report Designer (Client or Practice).

This menu option reads Copy to Client if you opened Report Designer at the Client level, allowing you to save a Practice level or Master level item at the Client level. If you opened Report Designer at the Practice level it reads Copy to Practice, allowing you to save a Master level item at the Practice level.

The new level version of the report conceals the higher level version until such a time that the lower level version is renamed or deleted.

To copy a report to the client or practice level

  1. Within the Report Editor window on the Reports tab, right-click the Practice or Master report.

  2. Select Copy to Client or Copy to Practice.

The report is saved at the level you selected.

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