Transform

Copy a Filter for Report Delivery Pages

When copying a filter, the user has two options:

  • Copy the filter only.
  • Copy the filter and move the assigned user(s) from the original filter to the new filter. Because the assigned user(s) are moved from the original filter, the original filter will lose its user assignments. A user can be assigned to only one filter at a time.

To copy a filter in Transform:

  1. Select Configuration > User Filter > User filter (By Filter) in the Navigation pane.
  2. Select a filter.
  3. Click the Copy Filter icon in the Page toolbar.
  4. Click Edit.
  5. Enter a filter name in the New Filter Name field.
  6. Enter a description in the New Filter Description field.
  7. Click the Copy User check box to check it.
  8. Click Save.
  9. Click Copy Filter.

NOTE: Simply saving the filter does not complete the copy process. The user must click Copy Filter to complete the process.