Clone a Report

Main Help Page

You may want to use an existing report as the basis for a new report. There is an option to help you do this safely. When "Open as Clone" is selected from the File menu, you are automatically forced to rename the file upon closing it the first time. This helps to prevent you from unintentionally overwriting the original file (see Note below) which results in loss of the original report.

To clone a file, select "Open as Clone" under the File menu. A directory window will open and the report to be cloned can be selected and opened. Now the report can be altered to reflect the new subject.

Creating a clone does not result in "stripping" of existing report data. The old subject data must be cleared out, new subject data entered, and sales replaced as needed. The appraiser must check the clone carefully to ensure that old or unwanted data in comment blocks, etc., have been deleted or revised as necessary.

Note to those who plan to use "Save As" instead of creating a clone (risky business!): You will not accidentally overwrite the original report if you remember to do the "Save As" to create a new file before auto-save kicks in or before a glitch occurs. This is why the "Open As Clone" option is always preferred!