Import a Report or Report Objects

You can import an entire existing report, any section from an existing report, or any report object from an existing report. You can immediately save the imported report with a new name, or you can customize it, and then save it.
Note: Reports that are imported from the explorer might look slightly different in the designer.
To import a report into the designer:
  1. Click Imports in the left pane. If the Imports tab is not visible, select Viewthen selectImports.
  2. Select a report name from Select a report to import, or click Import another report to display the Open window, where you can select a report. The report is displayed on the Imports tab.
    Imports Tab with a Report List
    Note: Report objects that cannot be imported from the explorer are not displayed on the Imports tab.
  3. In the tree view on the Imports tab, a list of the report name, the sections, and the report objects is displayed. Drag the report, a single report object, multiple report objects, or an entire section and drop it onto the canvas.
    Imports Tab with a List of Report Name, Sections, and Report Objects
  4. Select File then select Save As, or click the Save button, which displays the Save As window. Enter a Name. Report names cannot use these characters: / \
  5. Modify the report objects, properties, styles, roles, filters, display rules, ranks, and interactions as needed.
  6. Select File then select Save, or click the Save button
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