Copying client level report customisations to practice level

This support note applies to:

AE Reporter (AU)

Article ID: 23962

In MYOB Accountants Enterprise (AE) Reporter you can use Report Designer to customise any of the components - Chart Maps, Database Maps, Formats or Reports.

Reports customised at client level will only be available to just that client whereas, reports customised at a practice level is applied to all ledgers of that entity type.

If you make changes at client level and then decide you wish to make these changes available to all clients of that entity type, you can copy these customised components one at a time from Client Level to paste in Practice Level.

For detailed steps, select from the procedurse below for your software.

To copy client customisations to Practice Level in MAS

Open the MAS ledger where the client customisations have been performed and follow the menu path: Reports > Reporter > Design Client Reports..
From client level Report Designer, select the appropriate tab to copy the item from.
Right-click on the item you wish to copy and select Copy. For example, if you wish to copy the client customised Trade and Other Receivables Note format to practice level, you will click on the Formats tab then right-click on Trade and Other Receivables Note and select Copy. Then exit out of Report Designer.
From your MAS ledger, follow the menu path: Reports > Reporter > Design Practice Reports.
From practice level Report Designer, select the tab from which the item was copied in step 3. Using the above example, if you have copied the format Trade and Other Receivables Note from the Formats tab, you'll need to select the Formats tab.
Right-click on the format of the same name and select Paste.

The item is copied to practice level and a yellow P icon appears next to the item name.

To copy client customisations to Practice Level in Accounts

Open the AE Accounts ledger where the client customisations have been performed and follow the menu path: Reports > Reporter > Design Client Reports.
From client level Report Designer, select the appropriate tab to copy the item from.
Right-click on the item you wish to copy and select Copy. For example, if you wish to copy the client customised Trade and Other Receivables Note format to practice level, you will click on the Formats tab then right-click on Trade and Other Receivables Note and select Copy. Then exit out of Report Designer.
Open Compliance Management (or Configuration) and follow the menu path: Configure > Accounting > Report Designer.
From the Accounts - Practice Designer wizard, select the Entity Type required and click Next.
From the next window, select a ledger from the list of ledgers and click Finish.

We recommend selecting the same ledger you copied the client customisations from. This will ensure the customisation is copied to the same Reporter Year as the ledger you have performed the customisations in.
From practice level Report Designer, select the tab from which the item was copied in step 3. Using the above example, if you have copied the format Trade and Other Receivables Note from the Formats tab, you'll need to select the Formats tab.
Right-click on the format of the same name and select Paste.

The item is copied to practice level and a yellow P icon appears next to the item name.