It would be great if we could “copy” a report or at minimum, while editing it, choose a “save as” option. It would greatly simplify report creation year to year where the original reports need to be kept intact.
Thanks for your consideration.
It would be great if we could “copy” a report or at minimum, while editing it, choose a “save as” option. It would greatly simplify report creation year to year where the original reports need to be kept intact.
Thanks for your consideration.
I don’t understand. Every report has a Copy to Clipboard button that allows you to copy and paste the actual numbers as well as text. And you can create a PDF of any report. Additionally, any report you define within Manager is automatically saved. You can view, print, or PDF it again in the future. They are only deleted by your action.
Further, when you edit a report, nothing is changed until you click Update. At that point, all the actions mentioned above are available. So what kind of a “copy” are hoping to have? What kind of “save as” option are you asking for?
The use case is as follows:
Let’s says that I have a report “PL 2018” with all options defined as want… number of columns, names, etc…
I want to copy that report to “PL 2019” and in that report only, change the dates for each of the columns (i.e. 1/1/18 - 1/31/18 changed to 1/1/19 - 1/31/19, etc…). We would update columns whether for one month, a quarter, a custom range, totals, etc…
Simply a time saver to have the report mostly constructed by using a “Copy”.
Hope that makes sense.
Ah. So what you want is not to copy the report itself, but its parameter definitions. That has been discussed previously. I thought it was already in the ideas category, but it isn’t. So I will put this in.
The latest version (19.7.65) adds Clone
button to every report.
I cannot find the button at 19.9.2
Open the report and you will see a clone button on the top.