How to Duplicate a Standard Report in Sage Timeslips

You might find that you like to produce a particular report in Sage Timeslips but you tend to switch between two versions of the report, changing report-specific options to suit your needs. For example, suppose that you want to print the standard version of the Aged A/R Balances report shown the example.

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However, at other times, you want to set the report’s options to include additional information so that you can use it as a collections report.

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In this situation, it would be useful to have two versions of the report available — one with settings for a standard aged receivables report and another you can use as a collections report. The easiest way to establish two copies is to duplicate the report, set up the settings you want to use for one version, and then save the report with a different name.

You can use the Find a Report wizard to create another copy of a standard report, but clients find that the duplicate method is faster and easier.

To duplicate a report, follow these steps:

  1. Choose Reports and then click the group containing the report you want to duplicate.

  2. Double-click the report to display its Report Entry window.

  3. Click the Duplicate Report button (second button from the bottom on the vertical toolbar).

    Timeslips adds the word (Copy) to the report’s title.

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  4. Click the Options button below the Filter Groups list.

    Timeslips displays the report’s Report Options dialog box.

  5. Set whatever options you want Timeslips to use when producing this section version of the report and click OK.

    Timeslips redisplays the report’s Report Entry window.

  6. Click the Save (disc) button on the vertical toolbar.

    Timeslips displays the Save dialog box.

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  7. In the Name text box, provide a meaningful name for the report.

  8. Deselect any settings you don’t want to save.

  9. (Optional) Use the Group drop-down list to select a tab on which the report should appear in the Report List window.

  10. Click OK.

    Timeslips saves the report and its settings on the Report List group tab you select.

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