Editing Duplicating Standard Reports for Custom Use

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If you are duplicating a standard report, it is important to follow these steps because you will need to create a new report file.
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'''How to Duplicate Standard Reports for Custom Use'''
#      Go to '''Reports''' module > '''Customize Reports'''.
 
#      Click '''Search''' > '''Search Standard Reports'''.
 
#      Search for the standard report you are duplicating and select.
 
#      Click '''Duplicate Report'''.
 
#      Enter a new name in the '''Short Name''' and '''Title''' fields.
 
#      Click '''Report Designer'''.
 
#        Click '''Files''' > '''Save As'''.
 
#      In the Save As window, enter a new file name in the File name field. At the end of the name, type .rtm.
 
  
[[File:RenameFileName.jpg]]
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*          Go to the ‘Report Center> Customize Reports’
  
<br>9.    Click '''Save'''.
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*          [[File:1 Image(1).png]]
<br>10.  Close the '''Report Builder''' window.
 
<br>11.    Click [[File:BrowseForFile.jpg]] next to the Filename field
 
  
[[File:BrowseForSavedFile.jpg]]
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*          Retrieve the report you want to duplicate from ‘Search Standard’.
  
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*          [[File:2 Image(1).png]]
  
<br>12.    In the Open window that opens, select the file you saved in step 8 above. Click '''Open'''.
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*          After the report loads click on the ‘Duplicate Report’ button.
  
[[File:SelectSavedFile.jpg]]
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*          [[File:3 Image(1).png]]
  
<br>13.   Click '''Save'''.
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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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*          [[File:4 Image(1).png]]
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*          Similar to this:
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*          [[File:5 Image(1).png]]
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*          Save the report.
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*          Click on the ‘Open Report Designer’ button.
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*          [[File:6 Image(1).png]]       
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*          When the report designer opens click on ‘File> Save As’ and rename the report.
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*          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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*          [[File:88 Image(1).png]]
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*          Click ‘Save’ and close the report designer.
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*          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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*          [[File:7 Image(3).png]]
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*          Click on Open:
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*          [[File:8 Image(2).png]]
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*          Click on Save and the custom report will now be unique and ready for further editing.
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*          [[File:9 Image(1).png]]

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