When creating a report for a different team member based on an existing report, what is the first step Andy should take?

The first step Andy should take is to save Bill's report as a new report. This approach allows Andy to create a version of the report that is specifically tailored for the other team member. By saving Bill's report as a new one, Andy ensures that the original report remains intact and unchanged, while enabling him to make the necessary adjustments and customizations based on the new recipient's needs. This method promotes efficiency by providing a starting point that already contains relevant data and configurations.

This choice also preserves the context and formatting of the original report, which can be beneficial when adapting the content for a different audience. It fosters collaboration and streamlines the reporting process within the team. Other options may require more manual effort or lead to unwanted alterations in the original report, which is why saving it as a new report stands out as the best initial action in this scenario.