Copying a Report or Dashboard

Introduction:

Copying a Report or Dashboard for your Business Intelligence module is a good way to organize your general and custom reports.  The following steps will help you copy a Report or Dashboard:

This article applies to + Professional and + Enterprise.

Instructions:

1.  After logging into ManagerPlus, click on the Business Intelligence icon on the ribbon of the main page.

2.  In the Reports section, open the folders that contain the desired report and click on the Options menu and select Duplicate.

3.  You will be prompted to enter the name of the duplicated report.  Select where the duplicated report will be stored by clicking on the desired folder.  When completed, click the Okay icon.

If you need to rename the report, you can do so by clicking on the Options menu and select Rename.

4.  To delete a report, click on the Options menu and select delete.

Useful Information and Links:

Useful Links to Related Articles: 

To Learn how to create a Express Report, click here.

To Learn how to create a Chained Report, click here.

To Learn how to Run a Business Intelligence Report , click here.


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.