Copying a Custom or Sample Report

In WorkflowMax it is easy to create a new report by copying and renaming an existing report and then editing the report layout, or changing the criteria that limit the scope of the report when it is run.

You can copy reports that have been created or stored on the Reports > Report Builder > Report Builder tab. You can also copy sample reports from the Reports > Report Builder > Samples tab.

Copying a Report Builder report

  1. In the Reports menu, select Report Builder.
  2. In the Title column of the Report Builder tab, select the report you wish to copy. The details of the report are displayed on the Report Designer screen.
  3. Select Options > Copy Report. The selected report is duplicated.
  4. Change the Title, as required.
  5. Save the report. Your new report will appear in the Report Builder tab of the Report Builder screen.

Copying a WorkflowMax sample report

  1. In the Reports menu, select Report Builder.
  2. In the Title column of the Samples tab, select the report you wish to copy. The details of the report are displayed on the Report Designer screen.
  3. Change the Title, as required.
  4. Save the report. The original sample report will remain unchanged in the Sample Tab of the Report Builder screen. Your new report will appear in the Report Builder tab of the Report Builder screen.

Related Tasks

Building a custom report

Editing a custom report

Deleting a custom report

Running a report

Related Topics Link IconRelated Topics