How to Duplicate Standard Reports for Custom Use

-          Go to the ‘Report Center> Customize Reports’

-           

-          Retrieve the report you want to duplicate from ‘Search Standard’.

-         

-          After the report loads click on the ‘Duplicate Report’ button.

-         

-          SME will auto fill the fields with the word ‘Custom’ and ‘Copy of’. At this time it is recommended that you rename the report to a name unique for your company or use.

-         

-          Similar to this:

-         

-          Save the report.

-          Click on the ‘Open Report Designer’ button.

-         

-          When the report designer opens click on ‘File> Save As’ and rename the report.

-          Note: It is recommended that you add a prefix or suffix to the current report name as this will enable High5 support to readily assist with troubleshooting should an issue arise.

-         

-          Click ‘Save’ and close the report designer.

-          Click on the browse ellipsis to the right of the ‘Filename’ field and select the file you saved in the step above.:

-         

-           Click on Open:

-         

-          Click on Save and the custom report will now be unique and ready for further editing.

-