Copy a Finance Report

Use Finance Reports Configuration in the Folders, Reports, & Documents submodule in the Settings module to copy a finance report.

To use Finance Reports Configuration, you must have access to Settings as defined in User Access Rights under Settings.

To copy a finance report:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the report that you want to copy.
3. In the left pane of the Settings page, click Folders, Reports, & Documents > Finance Reports Configuration.
4. On the grid toolbar, click Copy Report .
5. In the Copy Finance Report dialog box, specify a report name, select the report that you want to copy, and click OK.
   WorkBook adds the report to the Report drop-down menu.