Saving a Copy of a Workbook

You have the option of saving a copy of the workbook instead of saving a view. This is often done when you want to use an existing workbook as the basis for an entirely different report whereas a view is a related subset of the same report. Note: When a view will suffice, we do not recommend saving copies of workbooks in place of creating views as views keep related report subsets tidy and manageable on the Home page on the original workbook tile under the Views link.

To save a copy of the workbook:

1. On the Report Center Home page and locate the report tile (by using the Search bar at the top of the page or by scrolling the list of available reports).

2. Click the blue report title link to open the workbook.

3. Click Save As in the top right corner of the workbook.

4. In the Name field, you can accept the default name of the report (which is the name of the original report with the number of the copy behind it in parentheses) but we recommend renaming it to reflect its use.

   For instance, if the report is a test copy that you will be using to experiment with, you can append "Test Copy" to the end of it.

   If the report is being used as a template for a brand-new report, enter the new report name instead.

   You may also be prompted to update data sources for the report.

5. Click Select All and Update to use the same datasources used by the original report. You can edit the data sources later when you customize the report.