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Storage of reports on a network installation

When using Sage Accounts across a network, depending on your business setup, you may want each user to have their own set of reports which are not shared with others, or you may prefer all users to access the same reports. In Sage Accounts you can choose which option best suits your business needs.

By default, all reports are stored locally on each client computer. A benefit of this is that each Sage Accounts user can have their own customised set of reports which isn't shared with others. They can change reports as required, without affecting other computers.

If you prefer, you can choose to store the reports centrally on a network drive. You can use this to ensure all users are accessing the same reports, so if a report is customised, everyone can access it.

To set the location of the reports

1. Settings > Company Preferences > Reporting tab.

2. Set the Use Data Path for Reports check box as follows > OK.
   

   To store reports locally on each PC	Clear the Use Data Path for Reports check box. Note: When using this setting, if you edit a report, the changes only affect the report held on the local computer. For other computers to access the amended report, you must copy the new report to the other computers.
   To store reports centrally	Select the Use Data Path for Reports check box.

   Tip: The Reporting tab also contains other useful report settings. Read more
   

3. Repeat steps 1 and 2 on each computer as required.