PS Help: Client Accounting Help
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If you wish to rename a report across a practice, you can use the Rename Reports task to do so. This is useful if you wish to rename a report that is being used for multiple clients. It also ensures consistency across the practice when naming reports.

The report name can also be restored to the value at the foundation level.

Any report name changes at the client level will take precedence over name changes made here. If there are any open clients, close and re-open them for the change to take effect.

To rename a report at the practice level
  1. Select Maintenance > Maintenance Map (AO) > Client Accounting > Practice Report Settings. The Practice Report Settings page opens.
  2. Select the required entity type.
  3. In the Reports table, select a report that you wish to rename.
  4. In the Tasks menu, click Rename Reports. The Rename Report window displays. The Report Name field contains the name of the selected report.
  5. Click OK.
  6. Click Save Settings. The report’s name is updated across the practice.
To restore a report name to the value at foundation level
  1. Select Maintenance > Maintenance Map (AO) > Client Accounting > Practice Report Settings. The Practice Report Settings page opens.
  2. In the Reports table, select a report that you wish to rename.
  3. In the Tasks menu, click Rename Reports. The Rename Report window displays. The Report Name field contains the name of the selected report.
  4. Click the Refresh icon to the right of the Report Name field.
  5. A confirmation window displays. Click Yes to restore the report name to the value set at foundation level; otherwise click No to close the message.
  6. Click Save Settings.
 
Related topics

Selecting default practice reports

Changing the order of practice reports

Previewing practice reports

Resetting practice reports

Customising your practice styles

Updating master report definitions

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