Copy Report Settings to another Template

This chapter describes how you can transfer the configuration of a report that has already been set up for Beyond Reports to another report template. This has the advantage that you do not have to go through the setup wizard again.

To transfer existing settings to another report template of Beyond Reports, proceed as follows:

  1. Open the search function from the role center (ALT+Q).
  2. Search for Beyond Reports Setup and click on the corresponding search result.
  3. The Beyond Reports Setup page is displayed.
    beyond_reports_setup
  4. Select a report template that has already been set up.
  5. Expand the options in the menu bar by clicking on the ellipsis (...).
  6. Select the Copy Report Setup to… option in the menu bar.
  7. The Beyond Reports Setup window is displayed.
    copy-report-configuration
  8. From the list displayed, select the reports for which the settings are to be applied.
  9. Click OK.
  10. The configuration is applied to the selected report templates. At the same time, the Active As Default checkbox is activated for the templates.

You have transferred the configuration of a report template to other report templates.