How to Copy an Existing Report?

You can use this option to duplicate an existing Financial Package, Dynamic Report, Report Collection, Snapshot, Report Set, or Document. To learn more about Copy, click here. Perform the following steps to copy any report artifact:

1. Click Reports.
2. Select the required artifact from the File Cabinet page.
3. From the More Options list box, click Copy. The Copy Report is displayed.
4. Enter the Report Code and Name in the respective fields. The selected report code is displayed by default in the Code field.
5. From the pane below the Location field, select the required location.
6. Click OK to save the artifact.