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As with Harvard University shared reports, you must save an Alma or Community report to My Folders (or a subfolder) before you can modify it. This is like the Save As function in Microsoft products: you're creating an entirely new copy of the analysis to your personal folder, with no connection to the original.

1. Find the shared report you want to modify
2. Select and copy the report by:
   1. Clicking on the title of the report to highlight the row, then clicking on the Copy icon in the toolbar
      OR
   2. Clicking on the More menu under the report name, then choosing Copy  
3. In the left-hand directory window, click on the folder you want to copy it to
4. Click on the Paste icon in the toolbar   

After saving the report in My Folders, it no longer has restrictions set by the originator and you can edit the criteria to meet your needs.

Descriptive words in the name of an analysis will help others find and reuse analyses, preventing unnecessary duplication of effort. A good name will also help distinguish similar but different analyses from each other.

Examples:

• Active serial orders by vendor and owner (prompt)
• Highest circulating books from last fiscal year - DES

Include a description to accurately identify your analysis and its purpose.

Adding your name and date will help with managing the catalog.