Copying a datasheet

As you review a datasheet that displays data in a portfolio, you may decide that you want to see the same datasheet columns, but with different data, in a different portfolio. Copying a datasheet will also copy any charts associated with that datasheet.

To copy a datasheet

  1. Open the Reports module.
  2. Select an datasheet.
  3. Select the Charts tab.
  4. Click Copy Copy to copy a datasheet.
  5. In the Move/Copy dialog box, select Make a copy.
  6. In the Destination box, choose the destination datasheet for the new chart.
  7. Click Save Save.