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Home > Advisor View > Reports > Dynamic and PDF Reports > Report Actions > Copy Dynamic or PDF Report
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Copy Dynamic or PDF Report
If you want to make some changes to a shared view, but you're not an administrator, you can copy the shared view and save it as a new view with your settings.
This page discusses the steps for copying dynamic or PDF reports.
To copy a view:
From the Reports menu, click a report that has the view you want to copy.
In the Report View list, select the view you want to copy.
Click Edit.
Type a new name.
Click Save as New.
Click Edit.
Make your desired changes.
If you selected the Mark as publicly accessible check box before clicking Save as New, it will be cleared and you will need to select it again. This reset occurs for any report when you Save As New.
The new view will be under the My Views heading in the Report View list.
For more information on sharing Dashboard views, see Create and Share Dashboard Views.
For more information on report views, see Dynamic Report Views.
For more information on using dynamic reports, see Learn More About Dynamic Reports.
To copy a PDF report template:
From the Client Reporting menu, click Templates.
In the Select a template list, select the template you want to copy.
In the Template name field, type a new name.
Click Save as New.
Make your desired changes.
If you selected the Mark as publicly accessible check box before clicking Save as New, it will be cleared and you will need to select it again. This reset occurs for any report when you Save As New.
The new template will be added to the Select a template list.
For more information on PDF templates, see Learn More About PDF Reports and Templates.
For more information on assigning PDF templates, see Learn More About Assigning Templates.
