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Is there a way to move/transfer/copy a Custom report from 1 module (Personal Profiles) to another module (Family Mailing)? It's an involved report with lots of logicals and I didn't want to have to recode it again.


----- Brent -----

brentbond wrote:Is there a way to move/transfer/copy a Custom report from 1 module (Personal Profiles) to another module (Family Mailing)? It's an involved report with lots of logicals and I didn't want to have to recode it again.


----- Brent -----

While it sounds like you could, after all the different modules are in the same function, you may not have access to the same areas of the database. I would take a look at what you're accessing under Personal Profiles, then check to see if the same data items are available under Mailing List profiles.

I'm sure it's possible, but not something you would want to try... The information from each custom report is saved in five different DBF tables (the QM_* tables in the program directory) and all reference field IDs in the QM_Dict.dbf file. Each module has different field IDs assigned to the same fields, so it would be a lot of work to cross reference each and every field / variable / expression in the data files themselves, as well as cross referencing the module reference in a couple of tables.

It's one of those "Can I convert from QuickBooks using the Import Fund Accounting Transactions utility" questions... The answer is yes, but for your own health and well-being, not something we recommend trying.