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Copying a Report

84 bytes added, 14:03, 19 August 2016

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The '''Reports Management''' window is displayed and the last used reports category is displayed.

[[Image:ReportLineItemReportListViews.png|link=|900px]]

2. Click the '''CopyEdit Report''' buttonto access the General tab of the report. [[Image:ReportCopyIcon.PNG|link=]]

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.

[[Image:NewReportNamePrompt.png|file=]]

3. Type: '''Find Contact'''. 45. Click the '''OK''' button.

The report is created and added to the tab.

[[Image:Reps22.png]]

56. Click on the '''Edit''' button for the '''Find Contact''' report.

67. Change the '''Report Description''' to '''Find Contacts by name'''.

78. Click the '''Save''' button.

89. Click the '''Report Builder''' tab.

The '''Report Builder''' is displayed.

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Ciaran Donnelly

Smartstaff, administrator

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