Copying the Report Template

You can copy a report template to avoid typing data again if a similar template is needed.

  1. You are signed in.
    1
    Select Reports (1) in the menu bar.
  1. The report template view appears.
    1
    Select the desired report template in the list (2).
  1. The detail view (3) of the report template appears.
    1
    Click the Copy Template (7) button.
  1. The template is duplicated and saved adding ...copy (10) to the name.
  2. You can edit the template then.