Copy or Import Report Template

Explanation

Use this activity to copy a report template from the current company or from another company in IFS Financials. If copying from another company, the row template and column template used must exist in the company to which you are copying. A report template can also be imported from a file, e.g., a report template that has been created in a company in another data base. You can also import any available system template.

Prerequisites

Before copying the report template, the following must have been completed:

• The report template must exist in another company.

Before importing a report template, the following must have been completed:

• A file including the report template must have been created in the other company.

System Effects

As a result of this activity, the report template can be used for generating a report.

Window

Report Templates

Related Window Descriptions

Report Templates

Procedure

Use the following procedure to copy a report template:

1. Open Report Templates.
2. Select Operations/Copy Report Template.
3. Enter values in the From Company, From Report, and New Report Name fields.
4. Save the information.

Use the following procedure to import a report template:

1. Open Report Templates
2. Select Operations/Import Report Template.
3. Use the Browse button and find the file to be imported.
4. Enter a value in the New Template Name field.
5. Save the information.