Generate a Daily Report Based on an Existing Report

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Daily reports often contain several similar items. To reduce data entry time, use the Generate Wizard to create a copy of a daily report and edit the copy to reflect any differences.

To generate a daily report:

  1. Expand the Logs folder and click Daily Reports to open the Daily Reports Log Window.
  2. Open the daily report that you want to copy, and choose Generate Document from the Select an action drop-down list.
  3. Edit the Date, Day, Report Number, Company, and Report Period fields as necessary, and then click Next.
  4. Select options based on which parts of the original report you want to copy to this new report.
  5. Click Finish. The new Daily Report Document Window opens.

Related Topics

Using Daily Reports



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Last Published Wednesday, June 17, 2015