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

     

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

     

    Click the Save As button.

    Step 2
  3. Click in the Save as field.

    Step 3

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

    Step 4
  5. Save the new report.

     

    Click the Save As button.

    Step 5
  6. Return to the Report List page.

     

    Click the Back button.

    Step 6
  7. The report is added to the Custom Report report list.

    Step 7

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