Report Design: How to copy report format to another account book

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Question : I’ve done report design for Invoice format at Company A, how can I copy this report format to another account book – Company B?


Answer :

Method 1 : Document Report Design


1) Go to Sales > Invoice

Copy report1.png

2) Go to Report > Design Document Style Report

Copy report2.png


3) Select the report to copy, and click on Design

Copy report3.png


4) Go to File > Save To File…

Copy report4.png


5) Specify the location to save, key in the file name, and click on Save

Copy report5.png


6) Close the report design and click on No

Copy report6.png


Now, login to account book Company B.


7) Go to Sales > Invoice, go to Report > Design Document style report

Copy report7.png


8) Click on New

Copy report8.png


9) Go to File > Load From File…

Copy report9.png


10) Click on No

Copy report10.png


11) Browse the report format and click on Open

Copy report11a.png


12) After the report has been loaded, go to File > Save As…

Copy report12.png


13) Key in the report name and click on Save

Copy report13.png


14) You may try to preview the newly saved report.

Copy report14a.png


Method 2 : Report Design Center

1) In the account book of Company A, go to Tools > Report Design Center

Copy report15.png


2) Go to Sales > Invoice > Invoice Document, select the report to copy, and click on Save Files

Copy report16.png


3) Select your folder to save and click on OK

Copy report17.png


Copy report18.png


Now, login to account book Company B.

4) Go to Tools > Report Design Center, go to Sales > Invoice > Invoice Document, click on Load Files

Copy report19.png


5) Browse from your folder and click on OK

Copy report20.png


6) Report is loaded

Copy report21.png


By : Aimi 180906, Lay Swan 180912, P180913



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