Case category//How do I...//setup/create/run a report
Author:
andy.rickeard@sage.com
Copy reports and layouts to another company or another computer
Description
Cause
Resolution
TIP:If you want to copy all reports, layouts, letters and labels from one company or computer to another, you can take a reports and layouts only backup and restore that on the second company or computer. Alternatively, to copy individual documents, follow the steps below.
To copy a document from one company to another
Right-click your document and click Show in Explorer.
In the Explorer window, right-click your document and click Copy, then close the Explorer window.
Open the company you want to copy the report to.
Right-click any existing document in the area you want your report to appear in, then click Show in Explorer.
In the Explorer window, right-click then click Paste.
To copy a document from one computer to another
Layouts, letters and labels are stored alongside your data. This means each computer sees the same documents for a company and you don't need to copy them between computers.
Right-click your document and click Show in Explorer.
In the Explorer window, right-click your document and click Copy, then close the Explorer window.
Browse to a shared area on your network, or a storage device such as a memory stick, right-click then click Paste.
On the second computer, press the Windows key + E, then browse to the shared area or device where you saved your report.
Right-click your report and click Copy.
Open Sage Accounts, browse to where you want the report to appear.
Right-click any existing document in the area you want your report to appear in, then click Show in Explorer.
In the Explorer window, right-click then click Paste.