Copy an existing analysis

You create a new analysis based on an existing analysis. You can use one of the supplied default analyses or another analysis that you created earlier.

Below you will find a description of two methods, both giving the same results. Copying usually is the fastest method.

To copy an analysis:

1. Go to:
   • General / Output / Management / Analysis (all analyses)
   • CRM / Output / Management / Analysis
   • Financial / Output / Management / Analysis
   • Fiscal / Output / Management / Analysis
   • HR / Output / Management / HRM analysis
   • HR / Output / Management / Payroll analysis
   • Order Management / Output / Management / Analysis
2. Select the analysis.
3. Click on the action: Copy.
4. Enter a description for the analysis.

   Note:

   It is recommended you only use letters, digits and spaces in the name of the analysis. Do not use characters that are not allowed when you add a folder in Windows Explorer. You can use a hyphen (-), but not a slash (/).

   That is because when publishing an analysis on InSite, the analysis must be published in a subfolder that has the same name as the analysis. If the name of the analysis contains characters that are not allowed in Windows Explorer, Profit will suggest a folder name from which these characters have been removed. The cockpit will be published correctly, but for reasons of consistency it is recommended to not use these characters.

5. Click on: Next.
6. If applicable, add a data collection or change a data collection.
7. Click on: Finish.

   Profit opens the analysis generator and you can start working.

To create a new analysis based on an existing analysis:

1. Go to a function for managing analyses.
2. Click on: New.
3. Select the analysis that you want to use as the basis.
4. Click on: Next.
5. Enter a description for the analysis.
6. Check the properties; these are important for the authorisation. The authorisation determines which users are allowed to use the analysis.
7. Click on: Next.
8. If applicable, add a data collection or change a data collection.
9. Click on Next several times and then click on Finish to complete the wizard.

   Profit opens the analysis generator and you can start working.