Setting Categories

You can use the copy settings feature to copy some or all of the settings on report(s). There are five setting categories. The examples below show you the types of fields included in each setting category.

Report Settings

Report Management window; shows the Reports settings. — *Click image to enlarge*

Criteria Settings

Parameter Settings

Sort Settings

Role Settings

Reports Management window; shows the Roles settings. — *Click image to enlarge*

Copying Report Settings From Another Division

You can copy report settings from another division using the Copy Settings function in the Report Management window. If you copy from the entire report category, the Copy From division will overwrite the settings for all of the reports in that category on the Copy To division. To copy from a certain division, you must copy from the report or report category under the Copy From division header. Always double check you are copying settings from the correct division!

In the Report Management window left pane:

Find the Copy From division

Reports Management window; shows a division section and the division's report categories. — *Click image to enlarge*

Under the Copy From division header:

Right-click on the specific report or the report category
Click Copy Settings

Report Management window; shows right-click menu 'Copy Settings'. — *Click image to enlarge*

In the Copy Settings - By Division, Category, Type window:

Uncheck any undesired settings
- See Setting Categories for more details on each setting category
Select the Copy To division(s)

Copy Settings - By Division, Category, Type window; shows a selected division and the Select button. — *Click image to enlarge*

Click Select
- The division will move to the Selected Copy To Divisions pane
Click OK

The Copy To division now has the report settings from the Copy From division.