Copying One View Reports

The Copy option copies the sample data, report definition, data model, and report layout of a report to a new personal report with the name that you specify. If a report already exists with the same name, it will be overwritten by the copied report.

If you do not want to copy the sample data, you should use the Save As option instead of the Copy option.

To copy a One View report:

  1. Access a One View Reporting-enabled form.

  2. On the Find/Browse form, locate the data for the new report.

  3. From the One View menu, select Manage Reports.

  4. Select a personal, reserved, or shared report.

  5. In the side panel, click the Report Definition tab.

  6. On the Report Definition tab, click the Copy icon.

  7. In the Enter Name for Copy field, enter a name for the new report and then click OK.

    The new report appears under Personal in the One View menu.

You can also add a new report that is not based on an existing report. For details, see Adding New One View Reports.