Copying Report Forms

Copy an existing report form to create a new report form in the same category.
The report form copied also has report form information and items from the original report form.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click MultiReport.

  5. Click Report forms.

  6. On the "Report forms" screen, select a category.

  7. Select a checkbox for the report form to copy, and then click "Copy".

    The newly created report form is displayed at the bottom of the report form list.
    The default value of the report form name is "copy of (original report form name)".
    Image of a button to use to copy

  8. Change the report form contents and fields as needed.