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Saving Existing Reports as New Subscriptions

You can choose to save any existing custom report as a new one; this enables you to copy over all the existing values, and change as much as you need to create a new report with a new name.
To create a new report or subscription based on an existing report:
  1. On the left navigation pane, click the
    Reports
     icon.
  2. Under Downloadable Reports, click
    Report Subscription Management
    . The
    Report Subscription Management
     page appears.
  3. Click the
    Custom Report Subscriptions
     tab. The Custom Reports Subscriptions List appears.
  4. Next to the report you want to copy, click the
    Save As
     ( ) icon. The Save New Subscription page appears.
  5. Under Account Setup, select whether to base the report on data from a specific merchant, or a group of merchants, and then choose an available value in the Merchants or Groups list.

    ADDITIONAL INFORMATION

    To create a report that includes all merchants or groups, use the default value.
  6. Under Basic Report Setup, enter a unique name for the report.

    ADDITIONAL INFORMATION

    All reports must have a unique name.
  7. Use the steps in Creating New Custom Report Subscriptions as a guideline for modifying report values.

    ADDITIONAL INFORMATION

    IMPORTANT
    You must change at least value to save the new report.
  8. When you are done, click
    Save As
    . The Manage Report Subscription page appears, and the new subscription appears in the Custom Reports Subscriptions List.