Copy a custom report

In , it's easy to create a new report by duplicating and renaming an existing report and then editing the report layout; or changing the criteria that limits the scope of the report when it is run.

To copy a custom report:

1. In the menu, select > select the Custom tab.
2. On the Custom tab, find the report you wish to copy by using one or more of the following options.
   • Search and filter options
     1. Scroll (and if necessary, page) through the list of available reports.
     2. In the search box, start typing a word from the report title. WorkflowMax immediately displays the reports whose title contains the text you have typed.
3. Next to the report you wish to copy, click on the ellipsis (three vertical dots) > select Edit Report.
4. Select the Copy Report button at the bottom of the Report Designer page. The selected report is duplicated.
5. Change the Report Name, so that you can easily identify the new copy, which initially has the same title as the original one.
6. Save the report by pressing Save & Generate. Your new report will appear in the Custom tab of the Report screen.