Create a Report Copy

You can make a copy of a report, edit it, and save it with a new name. Unlike a report version, report copies are displayed in the reports list and not related to their source report.

See Creating a Report Version vs. Creating a Report Copy.

To create a report copy in the Report Designer

  1. In the toolbar, click the Select/Manage Reports icon .
  2. Under Available Reports, select the report you want to copy and click Edit Report.
    The Report Version Manager is displayed.
  3. You can only create report copies for Report Designer reports, which have this icon in the report list: rd icon.png
  4. Click the report version you want to copy and click Create Copy.
  5. Under Location, select the Local or Global folder.
  6. Select New report and enter a name.
  7. Click Save.
  8. Close the Report Version Manager and return to the Select/Manage Reports dialog box.
  9. Select the report copy and click Edit Report.
    The Report Version Manager is displayed.
  10. Click Edit.
    The Report Designer is displayed.
  11. Edit the new report and click Save.

See Create a Report in the Report Designer.