{"id":4493,"date":"2013-08-21T04:48:49","date_gmt":"2013-08-21T04:48:49","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=4493"},"modified":"2013-08-21T04:48:49","modified_gmt":"2013-08-21T04:48:49","slug":"report-cloning-in-sage-crm-7-2","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/08\/21\/report-cloning-in-sage-crm-7-2\/","title":{"rendered":"Report Cloning in Sage CRM 7.2"},"content":{"rendered":"

Using the new feature in SageCRM7.2 reports can be cloned where in you can create a copy of an existing report and make the modifications as per the requirement.
\nSuppose you want to create a report based on standard report where standard report has most of the columns needed however you want to add some more. Also you want to retain standard report. All you need to do is to clone your standard report and add required columns to cloned copy.
\nHere is how it can be done
\n1.Login to CRM<\/b>
\n2.Click on Reports<\/b> from Main Menu<\/b>
\n3.Click on the pencil icon of any standard report to go to editing mode.<\/p>\n

\"1\"<\/a><\/p>\n

\u00a0You will be navigated to the Report Options Screen
\n4.Click on Clone<\/b> button<\/p>\n

\"2\"<\/a><\/p>\n

5.Enter the Report Details<\/b>
\n6.Click on Save<\/b> button<\/p>\n

\"3\"<\/a><\/p>\n

You will be navigated to report options screen of cloned copy of report where you can make the modifications such as adding\/deleting columns from report output. Continue and Save the changes<\/p>\n

\"4\"<\/a><\/p>\n

After this step you will have two different reports available in the system.<\/p>\n","protected":false},"excerpt":{"rendered":"

Using the new feature in SageCRM7.2 reports can be cloned where in you can create a copy of an existing report and make the modifications as per the requirement. Suppose you want to create a report based on standard report where standard report has most of the columns needed however you want to add some\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,317,332,337,1],"tags":[691,1920,2033],"class_list":["post-4493","post","type-post","status-publish","format-standard","hentry","category-configuration","category-report","category-sage-crm","category-sage-crm-7-2","category-uncategorized","tag-cloning","tag-report","tag-sage-crm-7-2"],"yoast_head":"\nReport Cloning in Sage CRM 7.2 - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/08\/21\/report-cloning-in-sage-crm-7-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Report Cloning in Sage CRM 7.2 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Using the new feature in SageCRM7.2 reports can be cloned where in you can create a copy of an existing report and make the modifications as per the requirement. 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