Importing a custom format from the Practice CS Library

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The Library provides custom formats that you can import into your Practice CS database to expand the capabilities of Practice CS, and in many instances, reduce the effort you would expend in producing custom formats yourself. Most of the custom formats are a result of multiple users’ requests for changes or additional features associated with reports, invoices, statements, labels, and letters. In response to such requests, custom formats were added to the library so they could be made available to all users. The types of formats available in the Library include:

To import a format from the Library, follow these steps.

  1. Open the Practice CS Library portlet on any dashboard.

    Note: If you do not currently have access to the library, you can add it by following the instructions in Selecting portlets for a dashboard.

  2. Click the Custom Formats link.
  3. Scroll through the list of reports to find ones that appear to match what you are looking for.
  4. Hover your mouse pointer over the format title to see a brief description of the format.
  5. To view a preview of the format, click its title. A preview of the report opens in Adobe Reader.

    Note: Format previews are static snapshots of the format using Sample data. They do not reflect how the format will look using your own data.

  6. If there is a note Note icon for the format in the Notes column, there is special information for using the format. Click the icon to read the special information.
  7. When you find a format you want to import into your database, click the Import icon Import for that row. Once imported, the format becomes part of your database. You can use the format as you would any format that already exists in your database.
    • Imported report formats will appear in the Print Reports screen.
    • Imported invoice formats can be used anywhere an invoice format can be selected, including the Billing screen and the Clients setup screen.
    • Imported statement formats can be used anywhere a statement format can be selected, including the Print Invoices and Statements screen and the Clients setup screen.
    • Imported labels and Letters can be used in the Print Labels and Letters screen.

Notes

  • After importing a report format, the format is added to the list of reports in all security groups and is unchecked by default. This means that, initially, only staff in the Administrator group will have access to it. To provide access to other staff:
    1. Choose Setup > Security Groups.
    2. Select a security group for which you want to add access to the report format.
    3. Click Edit.
    4. Expand the security tree to Practice CS > Menu > File Menu > Print Reports.
    5. Expand the group containing the new report format and mark the checkbox for that format.
    6. Click Enter to save the change.
    7. Repeat the steps above for each security group for which you want to add access to the report.
  • The content of the Library comes from several sources, including development, technical support, consulting, and other users. You can determine the source of the format by the icon that appears in the Source column.

    Development Format was contributed by our development team.

    Support Format was contributed by our technical support team.

    Consulting Format was contributed by our consulting team.

    User Format was contributed by another user of the application.

    If you develop a custom format that you believe would be of interest to other users of Practice CS, you can submit it to the library for other users to use.

    Click the Show More Show More button next to the Contribute to the User Community link and follow the instructions.

  • The date that the format was added or last updated is shown in the Updated column. We recommend that you periodically check for new additions that might be useful to you, or for updates to formats you already imported and are using. You can sort the list by clicking the header of a column. Click twice to sort in descending order, which will bring the newest items to the top of the list.

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