Cloning Reports

Identifying an existing report that is closest to meeting your needs and then cloning it is the most efficient way to create new GoldMine reports. We recommend you clone existing reports before modifying them so you always have a clean copy available for future edits.

1.

Select Go To > Reports > Report Center. The Reports Center Contains several reporting options available within GoldMine. opens.

2.

Select the user whose report you are cloning in the User drop-down list. Select (public) if the report is publicly owned.

3.

Select the report to clone and click the Clone Report button or right-click the report name tree-view pane and select Clone.

4.

At the Report Properties dialog box, select the Profile tab and configure:

○ Report Description: When cloning a report, the description defaults to Copy of <report name>. Type a new and unique name for the report to replace the default.

○ Owner: Select the report owner in the drop-down list.

○ Notes: Type extra details about the report and the report variables.

○ Report Filename: Type a new, unique name for the report template. Reports store in the Reports folder of the main GoldMine directory. Report templates should end with the extension .fp.

IMPORTANT: If you do not give the report a unique file name at this stage of the process, it does not save.

○ Default Printer: Select a printer:

- Selected Printer: The device designated in the Output to section of the Reports Menu

- Layout Printer: The special printer selected in GoldMine’s layout mode.

5.

Click OK on the Profile tab to return to the Reports Center. The new report is now listed in the report list.

6.

Highlight the new report and click the Layout button or right-click and select Layout. The report layout appears.

7.

Use the Reports Layout Local Menu and Report Center Toolbar to format your GoldMine Report.