Report sections can be copied both within the same report and from one report into another. This makes it easier to build multiple reports that contain similar information, but may display or analyze the data differently.
Consider copying a report section in your report if one of the following applies to you:
You want to experiment with a section's configuration without disrupting the original section.
You need multiple summaries or graphs for the same set of data (ex. "Active Clients by Income" and "Active Clients by Zip Code")
You're building multiple sections that filter for different time periods or group records differently to highlight varying subsets of data.
Follow the steps listed below to learn how to copy a report section.
Step 1: View the section's properties
Open the report that contains the section you want to copy within the Report Builder. Then, click on the green gear icon to the right of the section's name to open the Section Properties window.
Step 2: Copy the section
Select "Copy" at the bottom of the Section Properties to open a new pop-up window.
To copy the section into the same report, leave the dropdown field unchanged. Otherwise, click the dropdown arrow to scroll through and select the report you'd like to copy the section into.
Note: You cannot create a new report while copying a section; there must be an existing report to copy the section into. You can create a new report first, which will generate an empty section by default, then copy your desired section into the new report and delete the default one.
Step 3: Save the report
Once you've finished your work within a report, select 'Save' from the Report Actions palette. You can also publish the report to make the changes immediately available to other users running the report.
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