Copying an Account Report (Report Copy Wizard)
Overview
- 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.
- For details of creating a new report from scratch, see Account Settings > Reports > Add Report.
How to use the wizard
- To use the wizard, follow these steps:
- Click Copy Report above the list of reports on the Account Reports page.
- Click Next.
- Select the report to copy.
- Or click the Copy icon next to a report in that list.
- Name the new report.
- 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".
Post-use
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