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Copy Existing Reports

Before adding a new report, make sure there isn't an existing report you can modify. It's much more convenient to copy and modify a report than it is to create a new one.

  1. In the reports list, select the report you want to copy and modify.
  2. Click Copy.
  3. Enter a name and description that's meaningful to you.
  4. If needed, select the level of access others can have to this report.
  5. Select where to save the report, then click Build.
  6. Double-click the copied report.
  7. Click Next, and follow the Reports wizard to define and customize your report.