Question:
How to make a copy of a report in PromoMats?
Answer:
A user can make a copy of an existing report by following the steps below:
- Click on the Report Tab.
- Select the existing Report.
Note: The user can decide to make a copy of a report by selecting from the All Action menu the option Copy Record:
- Click on the Ellipsis on the right-hand side of the report and select Copy Record.
- Enter the name of the Report and Click Continue.
- The report editing page opens When finished editing, click Run or Save.
Related Documentation:
Vault Help Documentation: Copying reports
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