Dynamic Reports - Modifying and Copying Reports

Dynamic Reports - Modifying and Copying Reports

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In this Topic ShowHide)

- Modifying a Dynamic Report

- Copying a Dynamic Report

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Modifying a Dynamic Report

Watch the Training Class:

[Modifying

a Dynamic Report](https://help.smartofficecrm.com/movies/sopro/modify_dr_flash/modify_dr.html)

To modify an existing Dynamic Report:

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[Search

for the report](/help/pro/dynamic/reports/-/searching/for/dynamic/reports).

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From the Dynamic Report List, tag the report.

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Do one of the following:

Select Menu

> Modify.

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Click the Modify

button on the [Custom

Button Bar](/help/pro/navigation/-/custom/button/bar).

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When the [Dynamic

Report Setup](/help/pro/dynamic/report/setup/dialog/box) dialog box opens, modify the report settings.

Copying a Dynamic Report

Instead of repeatedly modifying the same report, the user can copy a

report and then modify that copy to serve a different purpose.

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[Search

for the report](/help/pro/dynamic/reports/-/searching/for/dynamic/reports).

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In the Dynamic Report List, select

the report, and then select Menu >

Copy to open the Dynamic Report Setup

dialog box.

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Enter the new report's name and description.

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Click the OK

button to save the report.

Note: When a report is created by

copying an existing report, the new report's Only

Modifiable By Me option is enabled by default. Other users

in the office can still see, run and copy the report. For more information,

see [Dynamic Reports

- Report Setup](/help/pro/dynamic/report/setup/dialog/box).

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