Repurpose an Existing Report

If there is an existing saved report that closely matches the report that you want to create, then you can open the existing report that contains the report objects that you want to reuse. (For example, you might want to reuse calculated data items or hierarchies from an existing report in your current report.)
To base a new report on report objects in one or more existing reports:
  1. Open the existing report by doing one of the following:
    • On the home page, double-click on the report that you want to open.
    • In the designer, do one of the following:
      • Select File then select Recent, and then select the report name.
      • Click the Down Arrow button beside the recent content drop-down list at the top of the window, and then select a report name.
      • Click the Open button on the menu bar to navigate to a report, and then select it.
      • Select Filethen selectOpen to display the Open window and select a report.
  2. 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: / \
  3. Modify the report as needed.
    • For existing objects, modify the properties, styles, roles, filters, display rules, ranks, and interactions.
    • To import objects from other reports, click Imports in the left pane. If the Imports tab is not visible, select Viewthen selectImports. From the Imports tab, drag a single report object, multiple report objects, or an entire section and drop it onto the canvas.
  4. Select File then select Save, or click the Save button.
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Last updated: January 8, 2019