Difference between revisions of "Copying a Report"
| Line 6: | Line 6: | ||
The '''Reports Management''' window is displayed and the last used reports category is displayed. | The '''Reports Management''' window is displayed and the last used reports category is displayed. | ||
| − | [[Image: | + | [[Image:ReportListViews.png|link=|900px]] |
| − | 2. Click the ''' | + | 2. Click the '''Edit Report''' button to access the General tab of the report. |
| − | You are prompted to supply a name for the new 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. | ||
[[Image:NewReportNamePrompt.png|file=]] | [[Image:NewReportNamePrompt.png|file=]] | ||
| − | + | 5. Click the '''OK''' button. | |
| − | |||
| − | |||
The report is created and added to the tab. | The report is created and added to the tab. | ||
| Line 22: | Line 23: | ||
[[Image:Reps22.png]] | [[Image:Reps22.png]] | ||
| − | + | 6. Click on the '''Edit''' button for the '''Find Contact''' report. | |
| − | + | 7. Change the '''Report Description''' to '''Find Contacts by name'''. | |
| − | + | 8. Click the '''Save''' button. | |
| − | + | 9. Click the '''Report Builder''' tab. | |
The '''Report Builder''' is displayed. | The '''Report Builder''' is displayed. | ||
Revision as of 10:03, 19 August 2016
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.
6. Click on the Edit button for the Find Contact report.
7. Change the Report Description to Find Contacts by name.
8. Click the Save button.
9. Click the Report Builder tab.
The Report Builder is displayed.
The rows below the Show check box are used to set criteria.
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.
