Copying a Design

Description: How to copy a design

Reports often use similar layouts. To design a report that is similar to another, create the report through the wizard (directions follow).

Step 1 - Select the report to be copied and click on the Copy button in the toolbar. At the prompt, enter a new name and click OK (Fig.1).

(Fig.1)

Step 2 - Download the report from an existing report that will be altered (Fig.2).

(Fig.2)

Step 3 - Upload the downloaded report to the new design. When this prompts a warning that the name is different, ignore the warning (Fig.3).

(Fig.3)

Step 4 - Finally, download the new design into the new folder and make the necessary modifications. This is the usual method for creating new standard reports.