Report Design: How to copy report format to another account book
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?
Version : 1.8 / 1.9 / 2.0
Answer :
Method 1 : Document Report Design
1) Go to Sales > Invoice
2) Go to Report > Design Document Style Report
3) Select the report to copy, and click on Design
4) Go to File > Save To File…
5) Specify the location to save, key in the file name, and click on Save
6) Close the report design and click on No
Now, login to account book Company B.
7) Go to Sales > Invoice, go to Report > Design Document style report
8) Click on New
9) Go to File > Load From File…
10) Click on No
11) Browse the report format and click on Open
12) After the report has been loaded, go to File > Save As…
13) Key in the report name and click on Save
14) You may try to preview the newly saved report.
Method 2 : Report Design Center
1) In the account book of Company A, go to Tools > Report Design Center
2) Go to Sales > Invoice > Invoice Document, select the report to copy, and click on Save Files
3) Select your folder to save and click on OK
Now, login to account book Company B.
4) Go to Tools > Report Design Center, go to Sales > Invoice > Invoice Document, click on Load Files
5) Browse from your folder and click on OK
6) Report is loaded
By : Aimi 180906, Lay Swan 180912, P180913
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