Copying Consolidation Reports
Copying Consolidation Reports duplicates an existing Consolidation report to create a new one.
This makes it easy to create a new report that varies only slightly from an existing one by duplicating a report and allowing the user to rename the copy, add a description, and assign it to a group.
Audience
This article is for users of the Certain Help Center who copy Consolidation Reports.
How to copy a report using the wizard
The Copy Wizard duplicates a selected report.
- Click Copy Report above the list of reports on the Consolidation 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.
- Provide a Description that explains the function of the report.
- Optionally, select a Group to determine where the report displays in the Reports list.
- Or type a name for a New Group if you wish to create a group.
- Click Next.
Confirm and finish
- Check the details displayed in the Report Copy Confirmation.
- Finish to close the wizard.
- Back to change details.
- On the final screen, click either Finish or 'Click here to copy another report'.
Post-copy notes
The article mentions a Finished option and a link to return to the top.
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