Overview
The Report Copy Wizard enables you to quickly and easily make a duplicate report. This is useful because it allows you to create a new report that varies only slightly from an existing one.
Using the Report Copy Wizard
The steps describe how to copy a report and set its properties.
Step 1: Initiate the copy
- Click Copy Report above the list of reports on the Reports/Analyze page.
- Click Next and select the report to copy.
- Alternatively, click the Copy icon next to a report in the list.
Step 2: Name and describe the new report
- Name the new report.
- If you accept the default name, the name appends "(Copy)" to the original name.
- Give the report a Description that tells other users about the function of the report.
Step 3: Assign grouping (optional)
- Optionally, select a Group that will determine where the report displays in the Reports list.
- Or you can type a name for a New Group if you wish to create a group.
Step 4: Proceed to confirmation
- Click Next.
- Check the details displayed in the Report Copy Confirmation.
- Click Finish to close the wizard or Back to change details.
- On the final screen, click Finish to close the wizard or click the option to copy another report.
Step 5: Copying a Changes Report (special case)
- If you copy a report that has the “Lock report to enable Changes Report options” feature enabled, the new report will not have any result sets saved.
- Each result set is unique for a specific report id, account id, and event id.
- You will be able to unlock the changes option and modify the filters and columns of the new report.
- The Report: Columns and Filters tabs only get locked after you export the first result set from that report.
- See the Changes Report topic for more information about this report type.
- Note: Help topics may include features about to be released.
Related topics
- Related articles: Accommodations (Attendee Form)