How to export customised report layout

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Experienced Cover User greengoanna
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How to export customised report layout

G'day MYOB Community,

 

We have started migrating AR V19.5 to AR 2019.2, and its all good so far.

We have run-up AR 2019.2 on three PCs, one of which we call the server. The two client PCs have connected using the network library feature. We have converted our old company file to new company file for testing only.

We have migrated customised Forms and the minor formatting issues are fixable.

We see there is an option to export and import customised Forms.

We have now started re-creating our customised Reports, but how do we export the customised Report layout such that we can import the layouts into the final company file?

Any help appreciated.

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MYOB Moderator Andrew_Y
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Re: How to export customised report layout

Hello @greengoanna 

 

Glad to hear that you have been doing well with your migration, and I hope you have been finding your time on the forums uelpful.

 

With regards to custom forms you may find these help articles useful: 

 

Save a personalized form

Sharing forms with other company files 

 

Do let me know if that has worked for you or if you were trying for something else.  If it has answered your question, please mark this as a solution so that others can benefit from it too.

Cheers,
Andrew

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

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Ultimate Partner GDay53
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Re: How to export customised report layout

@greengoanna 

 

Welcome to the MYOB Community Forum, I hope you find plenty of useful information.

 

Because the two programs use totally different coding the Customised Report layouts cannot be imported into the newer program. Unfortuatey you need to recreate all of them.

 

If my response to your query and has helped, please mark my post as a solution to help others in the future.
Graeme Day
Registered BAS Agent #24745540
First Class Accounts Clayfield
Mobile: 0402 841 627
gday@firstclassaccounts.com
MYOB Certified Consultant
MYOB Diamond Partner
Experienced Cover User greengoanna
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Re: How to export customised report layout

Thanks GDay53, accepted there are incompatibilities from V19 to 2019.2, but, my question relates to different instances of 2019.2.

We have a "test/development" instance of 2019.2 in which we will re-create Custom Forms and Reports.

We then wish to export these Custom Report templates, just like Custom Forms, from the "test/development" instance into the "live" instance.

So, is there any way to export from one 2019.2 into another?

 

Ultimate Partner GDay53
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Re: How to export customised report layout

@greengoanna 

 

Custom Forms and Custom Reports are two totally different things and are handled differently in the software coding.

Custom forms you can migrate no problems but I know of no way to move Custom Reports.

 

If my response to your query and has helped, please mark my post as a solution to help others in the future.
Graeme Day
Registered BAS Agent #24745540
First Class Accounts Clayfield
Mobile: 0402 841 627
gday@firstclassaccounts.com
MYOB Certified Consultant
MYOB Diamond Partner
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