PSA LRW - Reports: How to replicate and share a report

How to replicate and share a report

  1. From Consolidation Manager, click the Login button for the organization you want to access.
  2. Select the Ledger Report Writer tab.
  3. Select the report you want to copy.
  4. Click Replicate Report (lower-right)
  5. Click to select the recipient organizations for this report.
    • To select multiple consecutive organizations, click to select the first and then Shift+click to select the last in the series.
    • To select multiple, nonconsecutive organizations, use Ctrl+click or +click to select as many as needed.
    • To select all organizations, use Ctrl+A or +A.
  6. Click Save.

Ledger Report Writer replicates the selected report and places an exact, unique copy into each selected organization's Custom Ledger Statements Library.

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