Copying Consolidation Reports
This make 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.)
To use the wizard, follow these steps:
- Either:
- 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).
- 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'.
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