How to create multiple versions of a funder report ("Save-As" feature)

Step 1: Locate a funder report you have already saved to Rethink under the Funder Report Tab.

Step 2:  Select the report that you need to edit.  After clicking on the report name, click on Edit Funder Report.

Step 3: Make changes/edits to the new version of the report, such as the title, date, updates to the report, and the date range of data needed.

Step 4: After all changes are made to the new version of the report, click on Save As at the bottom of the report.

Step 5: View both versions of the report under the Funder Report Tab.  See example below.