|
|
| (12 intermediate revisions by 2 users not shown) |
| Line 1: |
Line 1: |
| − | {{SeqReportPageHeader}}
| + | #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.
| |
| − | | |
| − | 1. Click the '''Communications''', '''View Reports''' [[Menu|menu]].
| |
| − | | |
| − | The '''Reports Management''' window is displayed and the last used reports category is displayed.
| |
| − | | |
| − | [[Image:Reps20.png]]
| |
| − |
| |
| − | 2. Click the '''Copy''' button.
| |
| − | | |
| − | You are prompted to supply a name for the new report.
| |
| − | | |
| − | [[Image:Reps21.png]]
| |
| − |
| |
| − | 3. Type: '''Find Contact'''.
| |
| − | | |
| − | 4. Click the '''OK''' button.
| |
| − | | |
| − | The report is created and added to the tab.
| |
| − | | |
| − | [[Image:Reps22.png]]
| |
| − |
| |
| − | 5. Click on the '''Edit''' button for the '''Find Contact''' report.
| |
| − | | |
| − | 6. Change the '''Report Description''' to '''Find Contacts by name'''.
| |
| − | | |
| − | 7. Click the '''Save''' button.
| |
| − | | |
| − | 8. Click the '''Report Builder''' tab.
| |
| − | | |
| − | The '''Report Builder''' is displayed.
| |
| − | | |
| − | The rows below the '''Show''' check box are used to set criteria.
| |
| − | | |
| − | [[Image:Reps23.png]]
| |
| − | | |
| − | {{PrevNextStart}} [[Changing the Sorting Order in a Report]]
| |
| − | {{PrevNextMid}} [[Setting Text Criteria – Logical Operators in a Report]]
| |
| − | {{PrevNextEnd}}
| |
| − |
| |
| − | [[Category:Reports]]
| |
