Save a Copy of a Report with a New Name


After completing this topic, you will be able to save a copy of a report with a new name.


Steps:

  1. If you are basing a new report on an existing one, you should save the existing report with a new name. Save the Sample - Executive Summary report with a new name.

     

    Click the Modify report button for the Sample - Executive Summary report.

    Step 1

  2. Depending on your screen resolution you may need to scroll to the bottom of the page to access the Save and Save As buttons.

     

    To save time we have scrolled to the bottom of the page for you.

    Step 2
  3. The Design Report page opens for the existing report. Save the report with a new name.

     

    Click the Save As button.

    Step 3
  4. Click in the Save as field.

    Step 4

  5. Enter the desired information into the Save as field. Enter "Combined User Activity".

    Step 5
  6. Save the new report.

     

    Click the Save As button.

    Step 6
  7. Return to the Report List page.

     

    Click the Return to report list button.

    Step 7
  8. The report is added to the Custom Report report list.

    Step 8

After completing this topic, you are able to save a copy of a report with a new name.

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