Reports

Copy a note or report element from one client report to another

For a non-DVO client

  1. Open the client with the report that you want to copy from.
  2. Go to the
    Reports
     tab, select the report, and run it in
    Preview
     mode.
  3. In the
    Report Structure
    , right-click the folder or template you want to copy, then select
    Save as Report Element Template
    .
  4. Save the element to the location that the other report elements (such as new paragraphs and notes) are saved.
    note
    The default location is
    C:\Program Files (x86)\Digita\Accounts Production Advanced\Templates\Report Element Templates\Basic Elements
    . To check the location, select
    Tools
    , then
    System Options
    .
  5. Open the client/entity with the report you want to insert the saved report element into.
  6. Go to the
    Reports
     tab, run the report, and view it in
    Design mode
    .
  7. Right-click the top folder in the Report Structure (or on a folder you want to add the element into) and select
    Insert New
     from the context menu.
  8. Go to the folder where you've saved the element, highlight it, and select
    OK
     to add it to the report.
  9. If you need to move your note, use drag and drop.
  10. If you get an error message about there being no template, read our help topic, Error with file system: The template no longer exists.
  11. View the report in
    Preview mode
     to check that the note appears where you want it.

DVO clients

  1. Open the client that contains the report you want to copy from.
  2. Run the report in
    Preview mode
    .
  3. In the
    Report Structure
    , right-click the folder or template you want to copy and select
    Save as Report Element Template
     from the context menu.
  4. Save the element to
    Y:\Digita\Accounts Production Advanced\Components\Report Element Templates
    .
  5. Open the client whose report you want to insert the saved report element into.
  6. Go to the
    Reports
     tab, run the report, and view it in
    Design mode
    .
  7. Right-click on the top folder in the Report Structure (or on a folder you want to add the element into), then select
    Insert New
     from the context menu.
  8. Go to the following folder:
    Y:\Digita\Accounts Production Advanced\Components\Report Element Templates
    .
  9. Select the element you wish to add, then select
    OK
    .
  10. If you need to move your note, use drag and drop.
  11. View the report in
    Preview
     mode to check that the note appears where you want it.

This article applies to:

  • Product: Digita Accounts Production Advanced
  • Subject: Documents,Reports

Related content