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Share data monitors

Updated: 2017-01-23

Data monitors are stored in text files, so it's easy to copy them and share them with your colleagues or move them to another computer.

Data monitor settings folder

Use these settings to store your data monitor files in a network folder so that others can use them. Then, quickly save this setting with Options Profiles. If you share data monitors this way, any changes made to data monitors will be reflected on all computers pointing to this folder. 

  1. Set up your data monitors as you like them.
  2. Go to File menu, then click on Options. (If you are on the Start screen, click on Options in the blue bar on the left.)
  3. Expand Files and Folders on the left side of the dialog box, then click on Common Folders.
  4. Check the box to Share data monitors and favourites on a network.
  5. Click the browse button and point to the folder on your computer or the network where the data monitors and favourites will be stored. The path in this field should be a full network path, such as \\ComputerName\Folder and be available through Windows permissions to other folders on your network.
  6. If you enter a path to a folder that doesn't exist, click create folder.
  7. Click Apply or OK to save your changes.

data-monitor-folder

Copy data monitors

If you don't share data monitors with others, but you have a set of monitors you want to use on another computer, or set to a colleague, you can copy and paste the data monitor files:

  1. Go to File menu, then click on Options. (If you are on the Start screen, click on Options in the blue bar on the left.)
  2. Expand Files and Folders on the left side of the dialog box, then click on Common Folders.
  3. Under the field labelled Put data monitor and favourites in this folder, click the link for View local data monitor and favourites folder.
  4. This opens a Windows folder where the data monitor settings are saved. Look for the files with datamonitors in the name. Data monitors are separated by year and module, such as Trilogy.T1TY2016.datamonitors.xml
  5. Copy the file(s) you want and place it in the data monitors folder on the other computer. 
  6. Restart TaxCycle to see the changes.