Open topic with navigation

Get link | About Sage CRM editions

Cloning a report

User Requirement: Information Manager rights

1. Click Change next to the report you want to clone. The Report Options, Step 1 of 2 page is displayed.
2. Click Clone. The old report title is displayed with Copy of in the title.
3. Type in the new report name. This must be unique.
4. Click Save. The Report Options, Step 1 of 1 page is displayed so that you can complete the modifications to the cloned report.

See Also:

Adding favorite reports

Creating and managing a report category

Sage CRM user assistance PDFs  Sage CRM guides	Product information Version 7.3 Copyright © 2014
Sage CRM videos  Sage CRM tutorial videos  More videos	Company information Sage CRM 3096 Lake Drive Citywest Business Park Citywest Dublin 24 +353 1 618 7803 http://sagecrm.com
Follow Us

Open topic with navigation