This article provides information about how to copy a report, modify the required details and save as a new custom report.

TABLE OF CONTENTS

• Overview
• Procedure
• Result
• Reference Video

Overview

The Reports screen contains All, Favourite, Customer/Partner, and Schedule & Subscribers tabs in which the All tab allows an authorized user to create, copy, edit, and delete a report. 

Procedure

1. On the menu bar, click Reports.
   It opens the Reports screen containing the All, Favourite, Customer/Partner, and Schedule & Subscriptions tabs.
   
2. Under a category, click on any report which needs to be copied.
   It shows the report details in editable form.
   
3. Modify the report criteria under Required Filter, Other Filters, Sort By, and Available Columnsas required.
   The Type of Report cannot be modified when copying a report.
4. Click Save As Custom Report.
   The Save as custom report dialog box is displayed.
   
5. Enter a name for the report.
6. Select the Set As Favourite checkbox if required.
7. Change the Report Visibility to Only to my login if required.
   By default, the Company Wide option remains selected.
8. Click Save.

Result

The newly created custom report is listed under that specific category from which the report was copied.

Reference Video