Duplicating a Report

Updated by Cheryl Wallace

Duplicating a report creates a copy of the report that requires some additional information before it can be run. The minimum being the Visibility. Any report can be duplicated: a standard report or a previously duplicated customized report. Once a report is duplicated, the report can be customized on the available tabs: Columns, Sorting, Filtering, and Layout.

Any report with a layout design template will be copied with the same layout design template. These templates for PDF output are not editable. Any changes to the report will be visible in Excel / CSV output only. Alternatively, the layout designed Template can be removed and the report will be transformed to a basic tabular (column) report where columns and the layout can be modified for viewing in Excel or PDF output. Examples of reports using design templates are the Transaction Requisition, Transaction Receipt, Packing Slip, Purchase Order, Receiving Slip, Work Order, Transfer Billing Report / Invoice, and Transaction Billing.

To duplicate a report,

  1. Select any report on the Reports page to highlight it and click to create a copy of the report. The new report will have the original report time followed by " - Copy - " and today's date and the time in UTC format.
  2. Click to edit the report. The General tab will be displayed.
  3. Modify the Name of the report. This is the report title that will appear at the top of the report when generated and the file name if exported to Excel. Optionally add a Description to this report as a reminder of how it is to be different from the original system report.
  4. Set the required Visibility for the report.
Generally this will be the highest point in the location hierarchy for your organization but in a multi-stocking location environment, it might be beneficial to have multiple versions of the same report with a Visibility for each stocking location.
  1. Optionally toggle the Orientation of the printed version of the report between Portrait and Landscape.
  2. Review the security options for this report:
    1. If desired, check Private to display the report to only the user who created it.
    2. Click Edit by Author Only to prevent modifications to this report by other users.
  3. Click to save the report in its current state. At this point you can run the report or favorite it.

Proceed to make the desired changes on the other tabs: Columns; Sorting, Filtering, or Layout.

See this video discussing duplicating reports and walkthroughs of simple and complex examples.

See also:

​Copyright © 2020-2022 ToolHound Inc. All Rights Reserved.

How did we do?