How to make a copy of a report in Vault PromoMats and Medical?
Users can make a copy of an existing report by following the steps below:
Click on the Report Tab.
- Select the relevant Report.
Note: a user can make a copy of a report by selecting Copy Record from the All Actions menu:
- 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 Save.
Vault Help Documentation: Copying reports