Copy a Report

Home | FAQs & Troubleshooting

 

Expand/Collapse all Show/Hide All

Expand/Collapse item  Overview

The Business Insights Reporter Wizard provides several pages with questions and options that aid you in quickly creating a new report. Additionally, you can use the wizard to create, delete, modify, or copy an existing report.

To copy a report

  1. Select Business Insights Reporter menu > Business Insights Reporter.

Note Depending on whether a report already exists, either the Business Insights Reporter selection window appears or the Welcome page for the Business Insights Reporter Wizard appears. If at least one report exists, the Business Insights Reporter selection window appears. The selection window displays any previously created reports.

  1. To create a report based on another report, click the Copy Report button. The Copy Business Insights Reporter Wizard launches. Proceed through the wizard to create the report. The existing report name will default in the Define Report Name wizard page and can be modified.

  2. Access the report using one of the following methods:

  3. If you selected the Add this report to the Custom Reports menu…check box in the Define Report Name wizard page, the new report is added to the Custom Reports menu for the selected module. Select the Custom Reports menu for the module and then click the report menu for the report you created.

  4. In the Business Insights Reporter selection window, double click the report name to launch the report window.

  5. Highlight the report name and click Proceed.

  1. To print the report, click the Print button in the report window. For more information, see Print a Report, Listing, or Form.

  2. You have copied a custom report.