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Stephen Wade

Are reports created at the main site synchronized to remote data access user?

Posted By

If I create a new report as Manager at the main site, and put the report in one of the standard report folders, NOT My XXXX reports, will that report then get synchronized across to remote data access users when they next log in?

What setting should the remote data access user have in Settings, Company Preferences, Reporting in the check box for "Use Data Path for Reports"?

Thanks

Stephen Wade

Parents
  • 0

    Odd, I edit reports on either of the two machines I run Sage on and they are synchronised all fine.  I don't have "Use Data Path for Reports" ticked on either machine.

    Just checking, I have the reports in C:\ProgramData\Sage\Accounts\2021\Company.000\Layouts that are the same on both machines.  

    Whilst I'm also on v28 upgraded from v27, all my data is still in the 2021 directory structure and not the 2022 structure which would be the default for a fresh v28 install and a new company (I think that would be the case).

  • 0 in reply to Jeremy Curtis

    Yes, that is what I assumed would be the default behaviour on a first sync using RDA.  But no custom layouts or reports were downloaded to the remote sites. The client is still on 27.1.562.0 at the moment and had the same issue as my test v28 company.  I'm going to manually zip and download the reports and layouts to the remote sites for now.

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  • 0 in reply to Jeremy Curtis

    Yes, that is what I assumed would be the default behaviour on a first sync using RDA.  But no custom layouts or reports were downloaded to the remote sites. The client is still on 27.1.562.0 at the moment and had the same issue as my test v28 company.  I'm going to manually zip and download the reports and layouts to the remote sites for now.

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