Import report templates

You can use the Report Designer's import or export features to share reports with co-workers who have the application installed outside of the network in which you are working. You can find more reports in our Custom Report Library.
  1. Select
    File
    , then
    Report Designer
    .
  2. Select
    File
    , then
    Import
    .
  3. Go to the location of the report you want to import and select the file.
    note
    You can't import letters from Creative Solutions Accounting (CSA) or from Client Bookkeeping Solution (CBS).
  4. Select
    Open
    to open the report in the Designer grid.

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