Copy an existing customised report - this will save you a lot of work if you want to create a similar report.
You can also use this screen to search for reports that you or your colleagues have created in the past.
Note: This topic refers to custom reports, it does apply to the set of standard (Enterprise) reports that are supplied with the system See Enterprise Reports for information on these standard reports.
To copy an existing custom report:
From the Reports menu, select Data Extract. The Data Extract screen appears.
The screen shows all your saved custom reports listed below several fields for the search filter.
From the Data Extracti screen, find the report you want. You may have to use the filters to search for your report, see Find a report for more information.
Put a tick in the checkbox on the left next to the report.
Click the Copy icon to the left of the report Name column. The Data Extract (Copy) screen appears. For details of the various fields you can change, see Create a report.
Remember to change the name of the report in the Name field.
Click the checkbox next to the statement I have read and agree to the terms and conditions of using this data.
When you have made your changes, click the Done button at the bottom of the screen. You return to the Data Extract screen.
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