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Difference between revisions of "How to prepare reports for a different entity"
How to prepare reports for a different entity (view source)
Revision as of 23:17, 9 June 2016
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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. | |||
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== | ==Procedure== | ||
#Copy the existing BudgetLink folder and paste into another folder to create | #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; | #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; | ||
# 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 '''[[Connect BudgetLink to a data file| add new data files]]''' you wish to consolidate. | *Then '''[[Connect BudgetLink to a data file| add new data files]]''' you wish to consolidate. | ||