Accountants Enterprise in Australia only
When creating reports based on higher level report templates than that at which you opened Reporter, the new report is automatically saved down to the current (Practice or Client) level. For example, if you open Report Designer at the Client level, then use a Practice level report on which to base a new report, the new report will be saved to the Client level. This new report will replace the higher level one until such time as the new report is renamed or deleted, when the higher level one will be reinstated.
If your new report is to be based on an existing report at the same level (e.g., you want to use a Practice level report to create another Practice level report) you will need to create a copy of the existing report, using the Save As function on the right-click menu.
You must have the required security permissions to be able to design reports. You cannot design reports if someone else is designing reports for the same entity type or for the same client. In this case a message will be displayed to inform you.
To create a report based on an existing report
Open the Report Designer window from your ledger software (See Opening the Report Designer window) and in the list of reports displayed in the Explorer pane, select the report you want to base the new report on.
When you create a Practice and/or Client version of a report, a Show Master/Show Practice function on the right-click menu will enable you to view Master or Practice versions of the reports.
If you have opened Reporter at the Client level...
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Once you've selected a report to base your new report on...
If the basis of your new report is...
Perform these steps
A Master or Practice level report
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on the toolbar of the Reports tab, click the Edit Report button,
A Client level report
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Select Save As from the right-click menu in the Explorer pane.
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Enter the name for the new report in the Name of Report field.
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Click OK. The new report will be listed in the Explorer pane.
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Double–click the report or click the Edit Report button,
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In the Report Editor window make the required changes to the Groups and Formats in the report.
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When you have made the required changes, use the Preview button
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Click the Save,
If you have opened Reporter at Practice level...
-
Once you've selected a report to base your new report on...
If the basis of your new report is...
Perform these steps
A Master level report
-
on the toolbar of the Reports tab, click the Edit Report button,
A Practice level report
-
Select Save As from the right-click menu in the Explorer pane.
-
Enter the name for the new report in the Name of Report field.
-
Click OK. The new report will be listed in the Explorer pane.
-
Double–click the report or click the Edit Report button,
-
-
In the Report Editor window make the required changes to the Groups and Formats in the report.
-
When you have made the required changes, use the Preview button
-
Click the Save,