Copy a Consolidation Group
To create a new consolidation group, you can copy another group's data and modify it, instead of creating new data from scratch.
To copy a consolidation group:
- In the Navigation pane, select .
- On the Consolidated Reporting form, select the group you want to copy from the Find reporting group field.
- On the Actions bar, select .
- Use the Group field in the General section to give the new consolidation group a name.
- Modify data in the form sections as necessary.
- On the Actions bar, click Save.
Parent Topic: How to...