Save as and Restore default

The application has several standard reports, financial statements, and letters. These can all be used in creating new reports, financial statements, and letters or customizing them to your needs by using the
Save As
feature.
If a standard report, financial statement or letter has been changed and should be in its original format then use the
Restore Default
feature.
note
If your firm has changed the predefined version of a report, the application won’t replace your existing report with an updated version. If this is the case, you'll need to make the necessary changes to your customized report manually, or you'll need to restore the latest predefined version using restore default.
To
Save As
:
  1. Select
    File
    , then
    Report Designer
    .
  2. Double-click the report, financial statement, or letter for which you are creating a duplicate.
  3. Select
    File
    , then
    Save As
    and enter a new name for the report, financial statement, or letter.
  4. The Report Designer will then automatically open the new document for you to begin editing in a new tab.
  5. To
    Restore Default
    :
  6. Right-click on the report, financial statement, or letter you want to restore and select
    Restore Default
    .

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