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Copying Asset Activity Report Types and Sections

Asset activity report types and section types can be copied for use on a different site. This can decrease the amount of time it takes to set up asset activity reports in a different site within the enterprise.
This topic describes how to copy an asset activity report type and section type to a different site.

To Copy an Asset Activity Report Type

1.
From the Site window, select the Assets view, Settings tab. Select the Assets tab, and the Asset Management Settings node in the tree. Select the Activity Reports tab.
Tip: You can also select the Administration menu, Asset Management Settings, then Asset Management. The Asset Management Settings window appears. Select the Activity Reports tab.
2.
Select the Report Types tab. By default, this tab lists all asset activity report types for the site and below.
3.
Right-click an asset activity report type in the list and select Copy. The asset activity report type’s Properties dialog appears.
4.
Select the site to copy the asset activity report type to.
5.
You can accept the current name or enter a new name for the asset activity report type providing that report type names are unique within a site.
6.
On the General tab, you can change any of the following information:
Setting Name
Description
Report group
Select the report group for the asset activity report.
Report classification
Select the report classification for the asset activity report.
Supports planned activities
This asset activity report type supports planned activities.
Supports completed activities
This activity report type supports completed activities.
Supports asset status information
This asset activity report type supports asset status information.
7.
You can create new, browse to add, remove or rearrange default report sections for the report.
8.
On the Options tab, you can select whether or not this report type requires approvals, if asset activity report approvals are supported.
9.
On the Printing and Publishing tab, you can edit the following information:
Setting Name
Description
Report definition to use
The report definition to use when printing the asset activity report.
Report definition to use for published edition
The report definition to use when printing the published asset activity report edition.
10.
If Report definition to use when printing a report edition is selected, you can edit the following information:
Setting Name
Description
Print report
Select this option to print the report when the asset activity report is published.
Create archive
Select this option to create an archive when the report is published. Each new archived edition number automatically increments by one.
Save to file
Select this option to save the published asset activity report to a file.
Folder
Browse to select the folder location where the published edition will be saved.
Message for file name
Select the message for the published file name from the list.
Format
Select the format for the output of the report. Your choices are:
•
Comma separated values (*.csv)
•
Hypertext markup language (*.html)
•
Microsoft Excel (*.xls)
•
Plain text (*.txt)
•
Portable document format (*.PDF)
•
Rich text (*.rtf)
•
TIFF (*.tiff)
Note: Portable document format is the default option.
11.
On the Events tab you can edit the following information:
Setting Name
Description
Approved
Select the status of the report when the report is approved.
Published
Select the status of the report when the report is published.
Sent for approval
Select the status of the report when the report is sent for approval.
Approved
Select the status of the report when the report is approved.
Redrafted
Select the status of the report when the report is redrafted.
Rejected
Select the status of the report when the report is rejected.
12.
When you are finished, click OK. The report type is copied to the site.

To Copy an Asset Activity Report Section Type

1.
From the Site window, select the Assets view, Settings tab. Select the Assets tab, and the Asset Management Settings node in the tree. Select the Activity Reports tab.
Tip: You can also select the Administration menu, Asset Management Settings, then Asset Management. The Asset Management Settings window appears. Select the Activity Reports tab.
2.
Select the Section Types tab. This tab lists all asset activity report section types for the enterprise.
3.
Right-click a section type in the list and select Copy. The asset activity report section type’s Properties dialog appears.
4.
Select the site to copy the section type to.
5.
You can accept the current name or enter a new name for the asset activity report section type providing section type names are unique within a site.
6.
On the General tab, you can edit the type of activities to include and whether or not to automatically include details and attachments. 
7.
On the Assets tab, you can change the asset source and recursion information.
8.
On the Details tab, you can edit the report group and classification.
9.
When you are finished, click OK. The section is copied to the site.