How To Export And Import RTM Report Format

Exporting Report Formats from Database A to Database B

(Exporting)

In Database A 

1. Go to Sales > Invoices 

2. In Sales Window, click Print 

3. Upon clicking Print > click Customize

4. In Custom Report Format window, highlight the specific report format you want to export 

5. Select location to save the export report format > input Format Name, then Save.

(Importing)

In Database B

1. Go to Sales > Invoices 

2. In Sales Window, click Print 

3. Upon clicking Print > click Customize

4. In Custom Report Format window, click Import

5. Select report format to import > click Open

6. Upon importing, report format will load and click File > Save As

7. Enter Report code and Description then click OK

8. Notice that upon clicking OK in step 7, report format automatically saved in the list of Custom Report Format.