Copying a report definition

  1. Open the Financial Report Writer form.
  2. Click Copy.
  3. In the Copy Report > Copy From > Report ID field, select the report ID of the report that must be copied.
  4. In the Copy Report > Copy To section, specify this information:
    Report ID
    Specify a unique report ID to identify the report.
    Description
    Provide a description about the report. This description is not printed on the report.
    Task Name
    Specify the name to be used for the Task Name on the Background Task Definition record for this report. The default value is the Report ID and the word “Task”.

    For example, if the Report ID is BalSheet then the value of Task Name will default to BalSheetTask.

    Output Format
    Select the report output format. The default value is Acrobat Format.
    To Site
    Select the site to place the copied report definition.

    The default value is the site the user is currently logged into.

  5. Click Copy.