Difference between revisions of "How to prepare reports for a different entity"
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==Overview== | ==Overview== | ||
If you are a consultant or accountant with many reporting groups and wish to generate BudgetLink reports for each of them separately, this article explains how to set this up. | If you are a consultant or accountant with many clients / reporting groups and wish to generate BudgetLink reports for each of them separately, this article explains how to set this up. | ||
BudgetLink is series of Excel workbooks in a folder and its possible to duplicate that folder many times to create multiple BudgetLink instances. Each instance can then be configured to connect to a particular reporting groups data files and configured to meet their specific reporting requirements. | BudgetLink is series of Excel workbooks in a folder and its possible to duplicate that folder many times to create multiple BudgetLink instances. Each instance can then be configured to connect to a particular reporting groups data files and configured to meet their specific reporting requirements. |
Revision as of 00:17, 10 June 2016
Overview
If you are a consultant or accountant with many clients / reporting groups and wish to generate BudgetLink reports for each of them separately, this article explains how to set this up.
BudgetLink is series of Excel workbooks in a folder and its possible to duplicate that folder many times to create multiple BudgetLink instances. Each instance can then be configured to connect to a particular reporting groups data files and configured to meet their specific reporting requirements.
To setup separate BudgetLink instances follow the steps below
Procedure
- Copy the existing BudgetLink folder and paste into another folder to create another 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;
- If you have setup any account hierarchies or account sets these will need to get deleted
After following these steps you will have basically a blank BudgetLink data file ready to be setup.
- Then add new data files you wish to consolidate.
- Then run Get Data process.