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Friday, 4 July 2014

Exporting Memorised Reports in Reckon

How to Export memorised reports from one Reckon Accounts file and import into another Memorised reports are a very useful feature of Reckon Accounts.

After modifying a report, there is an option to memorise that report. Memorising a report means that Reckon Accounts will save all the modifications for the next time the report is generated. Like reports can be memorised and saved in Memorised Report Groups. These groups are accessed from the Memorised Report List.
  1. Navigate to drop down menu Reports > Memorised Reports > Memorised Report List.

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    The Memorised Report Groups are displayed in bold. The reports in that group are listed under the heading.
  2. Highlight the Memorised Report Group to export.

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  3. Navigate to drop down menu Memorised Report > Export Template.
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  4. Name the Memorised Report Group file.

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  5. Click Save.
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  6. Open the new Reckon Accounts file.
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  7. Navigate to drop down menu Reports > Memorised Reports > Memorised Report List.

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  8. Navigate to drop down menu Memorised Report > Export Template.
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  9. Browse to the Memorised Report Group file.

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  10. Click Open.

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  11. Click OK.
The new Memorised Report Group has been added to the Memorised Report List.
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