The article describes how to copy a Supplier report using the Report Copy Wizard.
The wizard is useful for creating a new report that varies only slightly from an existing one.
The article is intended for users of the Supplier Reports feature in the Certain platform.
Steps to copy a report
- Click Copy Report above the list of reports on the Supplier Reports page.
- Click Next and select the report to copy.
- Alternatively, click the Copy icon next to a report in the list.
- Name the new report.
- Accept the default name.
- The default name appends "(Copy)" to the original name.
- Provide a Description that tells other users about the function of the report.
- Optionally select a Group that will determine where the report displays in the reports list.
- You can instead enter the name of a New Group.
- Click Next.
- Check the details displayed in the Report Copy Confirmation.
- Click Finish to close the wizard.
- Back is available to change details.
- On the final screen, click Finish or click here to copy another report.