Copying Memorised Reports to another file.

Heather_9709349
Heather_9709349 Member Posts: 15 Novice Member Novice Member
edited October 2024 in Reckon Accounts (Desktop)
I have several entities that I want to run the same set of memorised reports for. I s there a way to copy them across rather than having to modify for each entity?

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  • Heather_9709349
    Heather_9709349 Member Posts: 15 Novice Member Novice Member
    edited July 2018
    This reply was created from a merged topic originally titled Copying Memorised Reports to another file.. I have several entities that I want to run the same set of memorised reports for. I s there a way to copy them across rather than having to modify for each entity?
  • Adrian_6974554
    Adrian_6974554 Member Posts: 164 Reckoner Reckoner
    edited July 2018
    Hello Heather

    Reports  - Memorised Report List

    Select the memorised report you want to export, left click once.

    Click down bottom Memorised report and select Export Template.

    Give name check location where you are saving it to.

    Then open the other Reckon file, same process bu select Import Template.


    Not all reports will work depending on the filters that are used in the report, but if the filters are general then the reports will import.


    Adrian

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