Creating a copy of an ad hoc report

If you want to create a new ad hoc report that shares data with an existing report, you can create a report copy. You can then create your new report by changing the necessary information rather than having to start from scratch.

  1. Select Resources > Ad Hoc Reporting.
  2. In the Reports tree, browse to the report you want to copy.
  3. Right-click the report and select Create a Private Copy or Create a Public Copy.
  4. Update the report information as necessary.
  5. Click Save.