Changing Reports/Templates for both Online & Main user access

SUGGESTED

When changing or creating a report or layout and saving to our Server, only "Main" users are able to view these changes. How can "Online" users see these without having to save it down on each "Online" users PC or laptop?

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    SUGGESTED

    Hi Evelyn,

    Sage Drive should sync layouts in the same way as a network setup, though it can take some time to do so.

    If this isn't happening it would be worthwhile taking a layouts only backup and restoring it onto the server machine in the first instance.  If the layouts still fail to sync please let me know.

    Reports are by default stored on your individual machine instead of the server.  You can change this via Settings > Company Preferences > Reporting and check the box to Use Datapath for reports.

    I hope this helps.