Copying a Design Utilities>Financial Statement Designer

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Overview

How to Copy a Layout.

Often the layouts between reports are very similar. An easy way to design a report that is similar to another is to copy an existing report and modify it.

 


Step 1 - Select the report to be copied and hit the Copy button located in the toolbar (Fig. 1).

Copy a FS

Fig. 1

 

Step 2 - At the prompt, enter a new name (Fig. 2) and click OK.

Copy a FS2a

Fig. 2

 

Step 3 - The new report will now be available in the drop-down box (Fig. 3).

Copy a FS2

Fig. 3