Copying an Account Report (Report Copy Wizard)

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

This make it easy to create a new report that varies only slightly from an existing one.

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

To use the wizard, follow these steps:

1. Either:
   1. Click Copy Report above the list of reports on the  Consolidation" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Account Reports page, click Next, and select the report to copy,
   2. or click the  Copy icon next to a report in that list.
2. Name the new report, or accept the default (which appends "(Copy)" to the name of the original).
3. Give the report a Description that tells other users about the function of the report.
4. Optionally, select a Group that will determine where the report displays in the Reports list.
5. Or you can type a name for a New Group if you wish to create a group.
6. Click Next.
7. Check the details displayed in the Report Copy Confirmation.
8. Either click Finish to close the wizard, or Back to change details.
9. On the final screen , click either Finish or 'Click here to copy another report'.