Copying a custom presentation report

Working with Reports > Working with presentation reports > Copying a custom presentation report

Administrator Help | TRITON AP-EMAIL | Version 8.1.x

Use the Save As New Report page to create an editable copy of a custom report template. Not all templates can be used to create a new custom report. Use the following steps to copy a custom presentation report:

1.	Select the custom report in the Report Catalog and, if it is enabled, click Save As. If the Save As button is not enabled, you cannot copy and customize the selected report.

In the Presentation Reports > Save As New Report page, replace the report catalog name with a name that will make it easy to identify the new report. (The default name is the name of the original report template, with a number appended to indicate that it is a copy.) The name must be unique and can have up to 85 characters.

3.	Click either Save or Save and Edit.

If you click Save, you are returned to the Presentation Reports page, where the new report appears in the Report Catalog. To customize the report at any time, select its name, and then click Edit.

If you click Save and Edit, you are taken directly to the Edit Report Filter page. The new report is also added to the Report Catalog.

4.	Edit the report filter to modify the report. The report filter controls elements such as which email senders or recipients are included in your custom report.

For instructions, see Defining the report filter.

Working with Reports > Working with presentation reports > Copying a custom presentation report

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