Procedure to create a variant of an existing report
Steps
Select a report in the Report Catalog.
Click Save As. The Save As New Report page opens.
Update the Report name to accurately describe the report you want to create. Although a default name is provided, for ease of future report management, it is best to
provide a more descriptive name.
Tip: If your organization has multiple reporting administrators, including initials or a similar code to indicate the report creator may be helpful. It may also keep
administrators from inadvertently making changes to other administrators’ reports.
Update the Report title as needed. This is the heading or title displayed at the top of the generated report.
Select a Report category to indicate where you want the new report to be listed in the Report Catalog on the Presentation Reports page.
When you have finished making changes, do one of the following:
Click Save to save your new report with the default filters and return to the Report Catalog. The new report appears in the report category that you
selected.
Click Save and Edit to edit the report filters and further customize your report. Continue with Editing the presentation reports Clients
filter.
Click Cancel to exit without saving your report and return to the Report Catalog.
