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SmartList Builder 2018

Duplicating Excel Reports

You can use the duplicate functionality to copy an Excel Report to another Excel Report, a Navigation List or to a SmartList.

 

To duplicate an Excel Report:

1.Open the Excel Report Builder window (Microsoft Dynamics GP >> Tools >> SmartList Builder >> Excel Report Builder).
2.Enter the ID of the Excel Report that you want to duplicate.
3.Select the Duplicate menu item (Options >> Duplicate).

ERB Duplicate

 

4.Select the type of list to copy.
5.Enter the ID of the new Excel Report, Navigation List or SmartList.
6.Enter the name of the new Excel Report, Navigation List or SmartList.
7.Click Duplicate.