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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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| − | <pre style="white-space: pre-wrap;
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| − | white-space: -moz-pre-wrap;
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| − | white-space: -pre-wrap;
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| − | white-space: -o-pre-wrap;
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| − | word-wrap: break-word;">When a report is copied, the configurations made in the Report Builder and on the Advanced, Security, File Export, Custom Export and Report Template tabs will be copied over to the new report. Sub-Report settings and Charts will not, however, be copied.
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| − | </pre>
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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]] {{PrevNextEnd}}
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| − | |}
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| − | ==See Also==
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| − | * [[Importing and Exporting Reports]]
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| − | [[Category:Reports]]
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