Copying a DataView to create a new one

You can copy an existing DataView that is close to what you want, and then modify it and save it as a new DataView.

  1. With the DataViews Setup form open, select the DataView that you want to copy, and click Copy DataView.
  2. In the DataViews Copy form, verify that the Current DataView is the one that you want to copy.
  3. In the New DataView field, specify a name for the new DataView.
  4. Click Copy DataView.
  5. When the confirmation message displays, click OK.
    The DataViews Copy form closes, and the new DataView copy is added to the list of DataViews in the DataViews Setup form.
  6. Select your new DataView and modify it as desired.
    Use the procedure in Setting up a new DataView, starting with the step to specify the required and optional information for each IDO.