Copying Report Settings From Another Division

How to: Copy the report settings from one division to another.

Environment: Comsense Enterprise

In this article:

Useful Terms:

Copy From division
The division you are copying the settings from
Copy To division
The division you are applying the settings to

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

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Report Management window; shows the Reports settings.
Image 1: Report Setting Example

Criteria Settings

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Reports Management window; shows the Criteria settings.
Image 2: Criteria Settings Example

Parameter Settings

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Reports Management window; shows the Parameter settings.
Image 3: Parameter Settings Example

Sort Settings

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Reports Management window; shows the Sort settings.
Image 4: Sort Settings Example

Role Settings

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Reports Management window; shows the Roles settings.
Image 5: Role Settings Example

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:

  1. Find the Copy From division
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Reports Management window; shows a division section and the division's report categories.
Image 6: Copy From Division

Under the Copy From division header:

  1. Right-click on the specific report or the report category
  2. Click Copy Settings
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Report Management window; shows right-click menu 'Copy Settings'.
Image 7: Report Right-Click Menu

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

  1. Uncheck any undesired settings
  2. Select the Copy To division(s)
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Copy Settings - By Division, Category, Type window; shows a selected division and the Select button.
Image 8: Copy To Divisions
  1. Click Select
    • The division will move to the Selected Copy To Divisions pane
  2. Click OK

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

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