Clone a Standard Report as a Custom Report

Overview 

A Standard Report can quickly and easily be cloned as a Custom Report. Then, the newly created Custom Report can be modified to create the exact report that you need. This is a timesaver from having to create a Custom Report from scratch.

The following Standard Reports can be cloned as Custom Reports:

• Profit & Loss
• Profit & Loss versus Budget
• Balance Sheet

Clone a Standard Report as a Custom Report

1. Navigate to Accounting Home and click the Run Reports tab. Then, under the Standard menu, click one of the following reports:
   1. Profit & Loss
   2. Profit & Loss vs Budget
   3. Balance Sheet
      
2. Open an existing report to use as a template for the clone report. Otherwise, create a new report to use as a template. Click Run and open the new report when complete.
3. Click Clone as Custom.
   Note: In the sample screen below, the Profit & Loss Standard Report was selected for cloning as a Custom Report. 
   
   
   Note: Click here to view the above image in full screen. 
   
4. From the Clone Report dialog box, enter a Clone Report Name.
   
   
   
   
5. (Optional) Enter a Clone Report Description.
6. Click Clone as Custom. The newly cloned report displays in the Financial Statement Definition screen.
   
   From here, the cloned Custom Report can be modified, as necessary. For example, click the Definition Criteria tab to add or update Financial Statement Columns and/or Financial Statement Rows.
   
   
   Note: Click here to view the above image in full screen. 
   
   The cloned Custom Report can be selected to run from the Custom Reports tab in Financial Reports.
   
   Note: For information about running a Custom Report refer to the Financial Reports - Custom Reports article.