Basing a New Report on Report Objects Imported from One or More Existing Reports

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. The report objects can be from either a report that has been saved in the designer or from a report that has been exported from the explorer. (For example, you might want to reuse calculated data items or hierarchies from an existing report in your current report.) You can immediately save the report with a new name, or you can customize the existing report, and then save it.
To base a new report on report objects that have been imported from one or more existing reports:
  1. Open or import 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.
      • Click Imports in the left pane. If the Imports tab is not visible, select Viewthen selectImports.
        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.
        Imports Tab with a Report List
        In the tree view on the left, a list of sections and report objects appears. Drag a single report object, multiple report objects, or an entire section that you want to include in the new report, and drop it onto the canvas.
        Imports Tab with a List of Report Objects
        Note: Report objects that cannot be imported from the explorer are not displayed on the Imports tab.
  2. (Optional) Modify the report objects, properties, styles, roles, filters, display rules, ranks, and interactions.
  3. Select File then select Save, or click the Save button, which displays the Save As window. Enter a Name. Report names cannot use these characters: / \
  4. Click Save.