Difference between revisions of "Copying a Report"

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Rather than continuing to modify the report you created in the previous article, you will copy this report and alter the new copy.
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#REDIRECT [[Reports#Copying a Report]]
 
 
1. Click the '''Communications''', '''View Reports''' [[Menu|menu]].
 
 
 
The '''Reports Management''' window is displayed and the last used reports category is displayed.
 
 
 
[[Image:Reps20.png]]
 
 
2. Click the '''Copy''' button.
 
 
 
You are prompted to supply a name for the new report.
 
 
 
[[Image:Reps21.png]]
 
 
3. Type: '''Find Contact'''.
 
 
 
4. Click the '''OK''' button.
 
 
 
The report is created and added to the tab.
 
 
 
[[Image:Reps22.png]]
 
 
5. Click on the '''Edit''' button for the '''Find Contact''' report.
 
 
 
6. Change the '''Report Description''' to '''Find Contacts by name'''.
 
 
 
7. Click the '''Save''' button.
 
 
 
8. Click the '''Report Builder''' tab.
 
 
 
The '''Report Builder''' is displayed.
 
 
 
The rows below the '''Show''' check box are used to set criteria.
 
 
 
[[Image:Reps23.png]]
 
 
[[Category:Reports]]
 

Latest revision as of 10:45, 3 July 2019