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Copying Reports
Added by Anthony Hernandez, last edited by Anthony Hernandez on Aug 25, 2006  (view change)
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Copying Reports

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Reports can be easily copied in the Report Manager. Primary reasons for copying a report include:

  • making a private report public so that others can use it
  • making a copy of a report in order to then edit it
  • to make formatting changes to the report.

One of the key benefits of working in a shared environment is that you will be able to use and re-use a common library of reports.

  1. Make a copy of a report by either right clicking on the report and selecting Copy in the context-sensitive menu or by pressing Copy on the Report Toolbar.
    Figure: Copying a Report with the Menu or Toolbar

    The Copy Report form will be displayed. Here you will rename your copy of the report and specify details, such as a new description or access level.

    Figure: Using the Copy Report Form
  2. Select Public or Private to mark whether you wish to make the copy of the report public or private.
    Figure: Specifying an Access Level for a Report Copy
  3. Press Copy Report to save the report.

The report will appear in the listing in the Report Manager. You can edit the report by selecting the copy you just made, right-clicking and selecting Edit Selected Report or by pressing Edit Design in the Report Toolbar.

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