Copying a Report
Revision as of 09:05, 19 August 2016 by Ciaran Donnelly (talk | contribs)
Revision as of 09:05, 19 August 2016 by Ciaran Donnelly (talk | contribs)
Click here to watch a video on SmartSimple's integrated reporting subsystem.
Rather than continuing to modify the report you created in the previous article, you will copy this report and alter the new copy.
1. Click the Communications, Reports menu.
The Reports Management window is displayed and the last used reports category is displayed.
2. Click the Edit Report button to access the General tab of the report.
3. The General tab should include a Save As button. Click this.
4. You are prompted to supply a name for the new report. Enter appropriate name.
5. Click the OK button.
The report is created and added to the tab.
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.
