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, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Organization > Consolidated Reporting.
2. On the Consolidated Reporting Setup form, click New and select one of the following choices:

   Option	Description
   Copy Current Reporting Group	Click this to copy data from the current consolidation group to a new consolidation group record.
   Select Reporting Group to Copy	Click this to open a dialog box that lists all existing consolidation group records, then select a record. Vision copies data from the record to a new consolidation group record.

3. Use the Group field on the General tab to give the new consolidation group a name.
4. Modify data on the tabs, as necessary.
5. Click Save.