Find/Add Report
Table of Contents
Allows reports to be added via the Add New or Import/copy option. You can import/copy a report from the same company or pull in a report from another of your Pak Accounting companies. It also allows you to search for a report that currently exists.
Importing
To Import or Copy a report, click on the Import/Copy button. You can either copy a report from the same company or import it from another company.
Common examples:
- Copy a report within the same company before changing the report definitions. This way, you have a backup of the original report.
- Copy a custom-built report from another company so you don’t have to re-create it. This saves you time from entering all the report definitions.
- Copy a report from WINGL to your company. WINGL has excellent templates that can easily be customized for your company.
Add New Report
To add a new report, enter the Report Number and Description for the report you would like to create. Then click Add New.