10. Custom Reports Training Guide - Version 2 Home | Best Practices | Appendix | Full Training Guide    
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10.2 Copy Report Templates Between Divisions
Purpose of application is to copy an existing report template from one division to another and select which users can view or modify the report.


10.2 Copy Report Templates Between Divisions
Step Action
1. Open Copy Report Templates Between Divisions application.
2. Select a report template from the Select An Existing Custom Report To Copy drop down list and click .
3. Select one or more divisions to which you want to copy the report template from the Copy To Divisions drop down list. Hold down the key to select multiple divisions.

FORM FAQ
Old Report Description Current name of the report template.
New Report Description New name of the report template. Not a mandatory change.
Show For All Division Users Which users can view the report template. Select no to restrict access.
Allow All Division Users Modify Which users can modify the report template. Select no to restrict access.
Status Current status of the report template, for example, active or inactive.
4. Fill out the Custom Report Information section of the form. All fields are required.
5. To allow only specific users to view the report template, select No for the Show For All Division Users and click .

A new form is displayed. For each division, select one or more users from the Users Who Can View The Report In Division XYZ drop down list and click .
6. To allow only specific users to modify the report template, select No for the Allow All Division Users Modify and click

A new form is displayed. For each division, select one or more users from the Users Who Can Modify The Report In Division XYZ drop down list and click .
7. When done, click .
Updated January 27, 2009