Duplicating Standard Reports for Custom Use
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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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