Copy a Report or Dashboard
Copying a Report or Dashboard for your Business Intelligence module is a good way to organize your general and custom reports.
- From the menu, click BI.
- In the Reports section, open the folders that contain the desired report and click on the Options menu and select Duplicate.
- You will be prompted to enter the name of the duplicated report. At this time, you can also select where the duplicated report will be stored by clicking on the desired folder. When completed, click on the Okay icon.
Notes:
- If you need to rename the report, then click the Options menu and then select Rename.
- To delete a report, click the Options menu and select delete.
