Difference between revisions of "How to prepare reports for a different entity"
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#Start the second instance by locating the BudgetLink.exe file in the BudgetLink folder; | #Start the second instance by locating the BudgetLink.exe file in the BudgetLink folder; | ||
#Upon opening go to Menu > 30.Settings > Data Files; | #Upon opening go to Menu > 30.Settings > Data Files; | ||
#[[How to delete existing data file | Delete ]] all the existing data file connections; | #'''[[How to delete existing data file | Delete ]]''' all the existing data file connections; | ||
Revision as of 21:44, 9 June 2016
Overview
If you are a consultant and want to prepare reports for a different entity.
Please follow the below procedure.
Procedure
- Copy the existing BudgetLink folder and paste into another folder to create a second instance of the solution;
- Start the second instance by locating the BudgetLink.exe file in the BudgetLink folder;
- Upon opening go to Menu > 30.Settings > Data Files;
- Delete all the existing data file connections;
This will delete all information set-up for you previous client including any budget data.
- Then add new data files you wish to consolidate.
- Then run Get Data process.