Copying Reports

  To copy reports:

1. Open an ECM document.

   See Accessing Entity Change Management (ECM) Documents.

2. Select Reports.

3. Select Edit, then Add Report Change, then Copy Report.

4. Under Available Reports, select a report.

   If selecting multiple reports:

   • Press Shift to select a range.

   • Press Ctrl to select multiple, nonconsecutive items.

5. Click Add.

   Note:

   If you add a report that does not belong, select it under Selected Reports and click Remove.

6. If the report exists in the current target and the base entity version of the report contains new information, select Overwrite if already exists in the target.

7. Optional: Under Place new Report, define the tab location of the report in the target:

   • As the First Report—the furthest left of all report tabs

   • Below this Report—after the selected report

   • As the Last Report—the furthest right of all report tabs

8. Click OK.