Change View of a report

Austin Hart shared this question 2 months ago
Answered

How do you change the view of an existing report? The previous questions did not have complete answers to this. I created a report and want to use the same formatting and fields - just different data. It shouldn't be hard to change the view. But I'm not able to figure this out.

Comments (1)

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Hi Michelle,

Thanks for reaching out. The way you would accomplish this would be to export the report, then perform a Custom Import, and when you drag in the report in question, click the gear icon:

/8UABgAAAAAAAAAAgKLCAAYAAAAAAAAAAICiwgAGAAAAAAAAAACAosIABgAAAAAAAAAAgKLCAAYAAAAAAAAAAICiwgAGAAAAAAAAAACAosIABgAAAAAAAAAAgKLCAAYAAAAAAAAAAICiwgAGAAAAAAAAAACAosIABgAAAAAAAAAAgKLyk2QyKQAAAAAAAAAAAKBYzOkOMCIiIiIiIiIiIiIiIqKFGgMYERERERERERERERERFVUMYERERERERERERERERFRUMYARERERERERERERERFRUcUARkREREREREREREREREUVAxgREREREREREREREREVVQxgREREREREREREREREVFQxgBEREREREREREREREVFRxQBGRERERERERERERERERRUDGBERERERERERERERERVVDGBERERERERERERERERUVP0H6ZxRKAlFepkAAAAASUVORK5CYII=

Select/change your View from the drop down list:

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


'X' out of that Window and finish the import and you'll now have a copy of your report linked to a different View.

Please let me know if you have any questions on this.


Regards, Mike

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Thank you. The gear item is what i was missing!

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Hi Michelle,

You're welcome! Glad to hear this is sorted. I'll go ahead and close this case out then. Please don't hesitate to reach out with any other questions or concerns.


Regards,

Mike

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