How to Copy Reports

1. Go to Reports > Report Writer or Reports > Report Manager.
2. Highlight a report you want to copy.
3. Click the Copy Report button. The existing report opens in the Report Writer window.
4. Give the report a new name.
5. Make changes to the contents using any of the Report Writer Tabs you desire.
6. Save the report from the Layout Tab.

Your report design is not saved until you click the Save button on the Layout Tab. If you design complex criteria and calculations, go to the Layout Tab regularly to save your work.

CAUTION: Before you copy a report, review the other topics in this document and study the behavior of Report Writer features. It isn't necessary to use the options on every Tab of the Report Writer window, but an understanding of how each works is essential to create a report. The Layout section is especially important.