Copy reports and layouts to another company
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

  1. Right-click your document and click Show in Explorer.
  2. In the Explorer window, right-click your document and click Copy, then close the Explorer window.
  3. Open the company you want to copy the report to.
  4. Right-click any existing document in the area you want your report to appear in, then click Show in Explorer.
  5. In the Explorer window, right-click then click Paste.
[BCB:19:UK - Sales message :ECB]

 

Steps to duplicate
Related Solutions