When you open Report Designer you can choose to open it at either the Practice level or the Client level. Which one you choose depends on whether you want to work on reports for a particular client, or whether you want to work on reports which will then be available for use throughout the practice.
To open the Report Designer at the client level (both AE Accounts and MAS users)
Open the ledger of the entity type that you want to design reports for.
All Master level reports and Practice level reports are available in addition to those reports designed at the Client level for the selected client.
When you work in the Report Designer at the Client level, all the changes you make or any new items you add will only be available for use for the specific client ledger you opened in Report Designer. For example, any reports you create or save at the Client level will only be available for use for the particular client the report was created for. You will not be able to use or view Client level items for any other client other than the one the item was created or edited for.
If you want an item to be available for all client ledgers in the practice, you will need to create it or save it at the Practice level.
To open the Report Designer at the Practice level (MAS users)
Open the ledger for a client. This client’s information will be used when you preview and print the reports.
Select Reports > Reporter > Design Practice reports….
Any changes you make or new reports you create are displayed in the Report Designer and Generating Reports window for all clients of the same entity.
To open the Report Designer at the Practice level (AE Accounts users)
From the Windows Desktop, click the Windows Start button and type either Configuration (series 6) or Compliance Management (series 8)in the Search field.
Follow the menu path Configure > Accounts > Report Designer.
Select the entity that you want to design the reports for.
Click Next.
Any changes you make or new reports you create are displayed in the Report Designer and Generating Reports window for all clients of the same entity.
As you are at the Practice level, any changes you make to data, reports, Formats, Chart Map or Database Map items will be available for use to any other people when they also open Report Designer or Report Generator at the Practice level. This is different to designing reports at the Client level, as anything done at the Client level is only available to the specific client ledger that you opened in Report Designer.
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