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| + | #REDIRECT [[Reports#Copying a Report]] |
| − | 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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| − | 1. Click the '''Communications''', '''View Reports''' [[Menu|menu]].
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| − | The '''Reports Management''' window is displayed and the last used reports category is displayed.
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| − | [[Image:ReportLineItem.png|link=]]
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| − | 2. Click the '''Copy''' button. [[Image:ReportCopyIcon.PNG|link=]]
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| − | You are prompted to supply a name for the new report.
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| − | [[Image:NewReportNamePrompt.png|file=]]
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| − | 3. Type: '''Find Contact'''.
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| − | 4. Click the '''OK''' button.
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| − | The report is created and added to the tab.
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| − | [[Image:Reps22.png]]
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| − | 5. Click on the '''Edit''' button for the '''Find Contact''' report.
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| − | 6. Change the '''Report Description''' to '''Find Contacts by name'''.
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| − | 7. Click the '''Save''' button.
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| − | 8. Click the '''Report Builder''' tab.
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| − | The '''Report Builder''' is displayed.
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| − | The rows below the '''Show''' check box are used to set criteria.
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| − | [[Image:Reps23.png]]
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| − | {{PrevNextStart}} [[Changing the Sorting Order in a Report]]
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| − | {{PrevNextMid}} [[Setting Text Criteria – Logical Operators in a Report]]
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| − | {{PrevNextEnd}}
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| − | ==See Also==
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| − | * [[Importing and Exporting Reports]]
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| − | [[Category:Reports]]
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