Copying reports
Prerequisites
- Access to the Configuration > Customize > Report (CM027) menu.
- Previously created report.
Introduction
SoftExpert Configuration allows for creating customized reports by copying existing reports.
See how to create them:
Copying a report
1. Access the Configuration > Customize > Report (CM027) menu.
2. Search for and select the report you wish to copy.
3. Click on the More toolbar button.
4. Click on the 
option and confirm the operation.
5. To edit the data of the customized report, keep it selected in the list of records and click on the 
button.
• If the report is blocked, it cannot be edited.
• The report copy can be identified by the custom prefix in its ID #.
• See more details on editing reports in the Configuring reports article.
Conclusion
All done! Now you know how to copy reports in order to create customizable records.