Error: template file not found or directory not created in Practice Management

Scenario

Cause

Solution part one: check the location

In Practice Management, select
File
, then
Log on as Administrator
.
Select Tools, Options, then General Options.
Select the
Defaults
tab
Check the
Reports Settings Templates Location
.
Ask colleagues at your firm if they can run reports and if they get the same error.
If your colleagues can run reports, it could mean that you do not have the permissions required to access the specified reports location. Contact your system administrator. Check that there are no differences in the Mapping on the affected PCs to the templates location.
If your colleagues cannot run reports, check the file path shown on the
Defaults
tab is accessible to all users (for example, check that the correct Master machine/server location is shown if you have a Server/Peer to Peer setup).

Solution part two: update file path after migration to a new server

If you get an error message saying permission has been denied, open Windows Explorer and go to the default location set (as shown in the error message).
Select the
Security
tab.
Right-click to review the
Properties
.
note
The user needs to have Full Control to carry out the task of importing the reports.
If the location is on a central server, you may need to go onto the server as Administrator to edit permissions.
You may need to consult your local system administrator if security measures and permissions are in place to prevent users from changing the settings of folders on the server
When the file path set in the program is correct and you have the required permission, you should be able to import and run the reports as required.