Navigation:  How to >

Copy an Existing Report

Navigation:  How to >

Copy an Existing Report

Previous pageReturn to chapter overviewNext page  Print this Topic

Using GOLDWriter, you can easily copy an existing report and create a new report based on the original setup.

 

To copy an existing report:

 

1. On the Report Catalog, select the report to be copied by right-clicking on it in the list. The right-click pop-up menu appears, and the Copy function is enabled.

 

2. Select the "Copy" function from the right-click menu (or press <Ctrl> + C), and then right-click and select "Paste" (or press <Ctrl> + V).

 

A prompt appears asking you where you would like to save the newly copied report: on the host or on your computer.

 

3. Select where you want to save the copied report. The new report is displayed at the bottom of the Report Catalog with "Copy of" at the beginning of the original report's title. For example, a report titled "Delinquency Report" would now be titled "Copy of Delinquency Report."

 

From here you can make any changes to the copied report by double-clicking on it and making changes in the Report Wizard. Give the report a new title, if needed.

 

paperclipnote

Note: GOLDPoint Systems has already created many reports for you as examples for you to edit and use. They are PC reports and are assigned numbers 1000 through 1036.

©2021 GOLDPoint Systems. All rights reserved.