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How to copy reports between Advanced sites

This page is for MYOB Advanced consultants

Check all changes in a test environment before taking them live. Make sure all related features still work as expected and that your data is unaffected.

Sometimes you may want to copy a customised report between 2 Advanced Sites.

When copying reports between sites, you need to make sure that:

  1. Any Customisations that the report refers to are in both sites. (To prevent errors with missing fields)

  2. That the Sites have the same DACs available. (As DACs are changed occasionally during upgrades, 2 sites on different versions of MYOB Advanced may not have all of the same DAC fields available. In that case, you may need to recustomise the report for the other version.)

Copying reports between Advanced SItes is easy:

  1. Have the "Report Designer" User Permission assigned to you. This is done from the Users screen (SM201010)

  2. Go to the "Download MYOB Advanced Tools" screen (FILEGETTER) to get the latest version of the Report Designer that matches your version of Advanced.

  3. Open the Report you want to copy in Advanced by navigating to it.

  4. When you're using a User with the correct permissions, you will see the "Edit Report" button and the Report versions tab, per the below screenshot:

  5. Press EDIT REPORT to download a .RPS file.

  6. Opening the .RPS file you just downloaded using the Report Designer you downloaded earlier will prompt you to log in:

  7. From the File menu select Save To Server

  8. Enter the appropriate Website, Login, Password and Version Description for the report you are saving. I always recommend using "Save as New Version" to make sure the original version is still available if needed.

There are two types of Report Designer files.

A .RPS file is a direct link to an Advanced Site, and really just says "Go open the current report from the website"

A .RPX file is a local copy of a report saved to your computer. If you are working on customising a report, you will probably end up with a few local .RPX copies

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