Copying Memorised Reports to another file.

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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

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Posted 3 weeks ago

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Heather

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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?
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Adrian

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Hello Heather

ReportsĀ  - 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