Tax & Accounting Blog

Importing and Exporting Reports and Layouts in Accounting CS and Workpapers CS

CS Professional Suite Accounting & Auditing Solutions August 7, 2014

The import and export features in the Layout Designer and the Report Designer make it possible to share reports and layouts between locally installed versions of Accounting CS and Workpapers CS.

To export reports and layouts

  1. Choose File > Report Designer or File > Layout Designer.
  2. In the Reports or Layouts list pane on the left, select the item to export. (An item for export does not need to be open in the design grid.)
  3. Choose File > Export. In the Export dialog, specify a filename and a folder location on your local or network drive and then click the Save button.

To import reports and layouts

  1. Choose File > Report Designer or File > Layout Designer.
  2. Choose File > Import and browse to the location of the file to import.
  3. Click the Open button to open the selected file in the designer.

    Note: Layouts created in Creative Solutions Accounting or Client Bookkeeping Solution cannot be transferred to Accounting CS or Workpapers CS.