- Creating a Report from another Report


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.

 

Tags:

reporting