Cloning reports

To avoid losing report specifications, it is best to clone a report and make the changes to the cloned version.

To clone a report

  1. From the menu bar, select Utilities > Report Specs to display the Report Specifications window that contains a list of all standard reports, sorted by module and type.
  2. Select the report you want to clone and then click Clone.
  3. Enter in the System and Category where you want the report to appear.
  4. Enter a name for the cloned report in the Title field and a new description in the Description field.

    5. Note: If you use the cloned report as the standard report within its Category and the original report chosen for printing at the individual level, make sure the report name is first in the alphabetical report category. To simplify this task further, put a period “.” at the beginning of the name, such as .Badge, so it becomes the default for the report type. Not all options are available for all reports.

  5. Click Parameters and make changes, if necessary. This may include a change in the Report Format used to print the report, an addition or change of an option in the Options list string, or an addition of message text (for certain invoice and confirmation formats) in the Parameters text field.

    6. Note: When changing an option, remember that most of the options available for a report are already in the Options list. However, you may need to either enable or disable the option depending upon the setting. To enable an option that is disabled, change the first word of the option from NO to PRINT For example, NO_FULL_ADDRESS to PRINT_FULL_ADDRESS.

  6. Click OK. You have created a new report that appears with the other Standard Reports.