Moving a datasheet

You can move a datasheet between portfolios. Moving a datasheet will also move any charts that are associated with that datasheet.

To move a datasheet

  1. Open the Reports module.
  2. Select a datasheet.
  3. Select the Datasheets tab.
  4. Click Move/Copy Datasheet to move a datasheet.
  5. In the Move/Copy Datasheet dialog box, select the location to which you are moving the datasheet.
  6. Click OK.