PracticeMaster Q&A: Duplicate a Report Writer Report

January 2022    Tags: PracticeMaster, Reports

An attorney at the firm likes the look and function of a Report Writer report I created for another attorney’s clients and requested I make her a report that lists her clients. Is there a way I can duplicate the original report I made and edit it, or do I have to start from scratch?

You can copy a Report Writer Report to use as a base, and then edit it as needed.

To copy a Report Writer Report

1. In the Quick Launch, search for and select “Report Writer.”
2. Select the report you want to copy.
3. Right-click the report and select Copy.
4. On the “Create Copy of [report name]” window, enter the name for the new report and click OK.
5. Select the new report in the list and click Modify.
6. Make the desired edits and save the report.