Change View of a report

Austin Hart shared this question ago

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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.

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Mike Sheehan ● 2 months ago

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:

Select/change your View from the drop down list:

'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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Austin Hart ● 2 months ago

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

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Mike Sheehan ● 2 months ago

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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