Copying an Account Report (Report Copy Wizard)

Overview

An Account Report is a report that shows data about accounts.

A System Report is a report that shows data about the system.

This page enables you to copy an existing Account Report or System Report.

This makes it easy to create a new report that varies only slightly from an existing one by copying an existing report and adjusting its details.

(See Account Settings > Reports > Add Report for details of creating a new report from scratch.)

To use the wizard, follow these steps:

Click Copy Report above the list of reports on the Account Reports page, click Next, and select the report to copy.
Or click the Copy icon next to a report in that list.
Name the new report, or accept the default (which appends "(Copy)" to the name of the original).
Give the report 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.
Or you can type a name for a New Group if you wish to create a group.
Click Next.
Check the details displayed in the Report Copy Confirmation.
Either click Finish to close the wizard, or Back to change details.
On the final screen, click either Finish or 'Click here to copy another report'.