View source for Duplicating Standard Reports for Custom Use

'''How to Duplicate Standard Reports for Custom Use'''

*          Go to the ‘Report Center> Customize Reports’

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

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

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*          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.

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*          Similar to this:

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*          Save the report.

*          Click on the ‘Open Report Designer’ button.

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*          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.

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*          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.:

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*          Click on Open:

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

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