This page enables you to copy an existing Consolidation report. This makes it easy to create a new report that varies only slightly from an existing one. See Consolidation > Setup for details of creating a new report from scratch.
Overview
Copying Consolidation Reports enables you to copy an existing Consolidation report.
Copying Consolidation Reports makes creating a new report that varies only slightly from an existing one easy.
See Consolidation > Setup for details of creating a new report from scratch.
Using the Copy Wizard
To use the wizard, follow these steps.
First, click Copy Report above the list of reports on the Consolidation Reports page.
Next, click Next.
Then select the report to copy.
Alternatively, 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.
Confirmation and Completion
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'.
Aftercare
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