Displaying the practice level report

Accountants Enterprise in Australia only

When you are working with reports, it is sometimes useful to be able to view the corresponding higher level report. For example, if you are editing a newer, Client level version of a report, you may want to know what Groups and Formats are included in the Practice level version of the same report. Using the Practice level Report window you can quickly and easily view the original Practice level version and compare the two.

The Practice level report window is accessed by selecting the View Practice option on the right-click menu within the Explorer pane of the Reports tab. Just select the Client level report you want to view the corresponding Practice one for, then click the menu option. The Practice level report window will open, with the tree list expanded to show the location of the Practice level item which corresponds with the selected Client level item.

You can also copy items from the Practice level report window by selecting the required item in the window then clicking Copy on the right-click menu. You can then paste this at the Client level at the desired location of the report tree in the Explorer pane.

This option is not available if Report Designer is open at the Practice level.