This release provides an update to the Automatic Report Setup screen allowing an existing report set up to be copied. This provides an easy way to create multiple versions of the same automatic report to different clients. The copy function is available from the Options menu
All the information for the report on the screen will be copied to a new report and Expedient will show a message advising the new Report ID.
e.g.
Click on 
and search for the new Report ID. Then click on 
and make the relevant changes to generate the report for a different Client and Recipients.