10/02/2010

How to copy Smart list to Excel Report Builder

If you look to copy a report from Smart list builder (SLB) to  Excel Report Builder (ERB) or vice versa, there is an option in both SLB and ERB called “duplicate” in options menu to do this task for us.

To copy a report from SLB to ERB, Go through the following steps

1. open the report to be copied in SLB, Go to options | Duplicate

slb-1

2. Choose Excel Report in New List type and assign New list ID and New list name or accept defaults.

slb-2

3. Click Duplicate.

Now, Go back to ERB. The same report appears in ERB as in SLB. Repeat the same steps for copying report from ERB to SLB.