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:
- From the Vision Navigation menu, click .
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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. - Use the Group field on the General tab to give the new consolidation group a name.
- Modify data on the tabs, as necessary.
- Click Save.