Before you begin
To copy a memorized report, you must have minimum one saved report and two
Report Type in the
Memorized Reports window. The reports can be in the enhanced or legacy version.
- Open NextGen® Enterprise PM.
- Select Reports, and then select Memorized.
The Memorized Reports window opens.
- In Report Type, select the type of report type from the list.
Reports matching the selected Report Type appear in the grid.
- Select the report to copy.
- Right-click the report, and then select .
Note: To copy all the reports of the selected report type, you can select .
The
Copy Report window for the selected memorized report opens .
- Select the Report Type, and then select OK.
A message appears for your confirmation to copy the selected report type.
- Select Yes.
The report copies the memorized report to the selected report type.
