Copy a Finance Report

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:

1. On the main toolbar, click Settings .
2. 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.
3. In the left navigation pane of the Settings screen, click Folders, Reports & Documents > Finance Reports Configuration.
4. On the grid toolbar, click Copy report .
5. 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.