Copy/Save As/Rename

Access this form using Reports>{Any report}> Copy/Save As/Rename.

Use this form to copy all parameters (from the report setup tabs) from an existing report to a new report, make changes to an existing report and save it as a new name, or rename an existing report.

 

Options Copy, Rename/Save As, Rename: The system displays report options of Copy and Rename or Save As and Rename. Copy and Rename appear if you select an existing report (without making changes) in the Report Name box and then select Copy/Save As/Rename . If you make changes to an existing report, and then select Copy/Save As/Rename , Save As and Rename appear in this group box.

From Name: Either enter an existing report name, or select one from the drop-down list.

To Name: Enter a unique report name for the new report. The Drop-Down Lookup opens a list of existing reports. None of the names in the list can be used for the new report. We recommend limiting your report name to strictly alphabetic (A through Z) or numeric characters (0 through 9), and avoiding the use of symbols.

Do Not Allow Changes to this Report: Select this check box to secure the report so that other users cannot save changes to it. The new report will include the current User ID as the creator. You can set up a default for this check box on the Options>Customize Workstation Settings>Reports tab.