Customize report access for clients
While all reports in Accounting CS are available to every client by default, you can create client-specific folders and reports. This helps to ensure only the correct clients see your custom folders and reports, helping to keep your reporting organized and client-specific.
Follow these steps to control which clients see your custom folders.
note
- This process associates entire folders with clients.
- You don't have to limit access - it's optional.
- You can repeat this process for individual reports if needed.
- SelectFile, thenReport Designer.
- In the Reports list, right-click your custom folder and selectProperties.
- Select
to open the Client Selectionwindow. - Highlight the clients you want to associate with this folder.
- UseSelectorSelect Allto move the selected clients.
- SelectOKto close theClient Selectionwindow, thenOKagain to close thePropertieswindow and save your changes.
