- Creating a Report from another Report
- Marketing Campaigns
- Upload Library
- Mail Shots
- Using HubSpot with Workbooks
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
- Users & Security
- Email & Integration
- PDF Configuration
Modifying an existing report is a quick way to create a series of similar but different reports without changing the original report.
Click on Refresh preview each time you add a column, criteria or summarise your data. This enables you to check your report is building correctly and 'sense-check' that it's displaying the results in the way you require.
This function allows you to create a report similar to one you've already created. This can be very useful if you're just changing a few criteria, for example. One common instance would be creating detailed reports for each of your salespeople, and just changing the salesperson criterion for each report.
To use this functionality click Start > New > Report > From another report. From the list presented choose the report on which you want to base your new report.
Give your new report a Name and Description.
Now you can add or remove columns and edit the options in the Criteria and Summarise by tabs.
When you've finished amending the report click Save & Close, as usual. Now you have a new report and the original one on which this was based remains unchanged.