Use the Finance Reports Configuration submodule to copy a finance report.
To use the Finance Reports Configuration submodule, you must have access to
Settings as defined in the User Access Rights submodule under
Settings.
To copy a finance report:
-
On the main toolbar, click
Settings
.
-
If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the report that you want to copy.
-
In the left navigation pane of the Settings screen, click
.
-
On the grid toolbar, click
Copy report
.
-
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.