Creating a new Report based on a single Sheet

meyerd61361

I create Reports frequently and am comfortable with the process.  What I'm wondering is if there is an easy way to create a Report from within a Sheet that is based on that same Sheet? I guess I'm looking for an option in the File menu that says Create a Report from this Sheet vs. starting a new Report and then selecting the sheet I was just in.  Have I missed something?  Future improvements?

Thanks!

Diane

Andrée Starå

Hi Diane,

Unfortunately, it's not possible at the moment, but it's a great idea!

Please submit an Enhancement Request when you have a moment.

Happy New Year!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

meyerd61361

Andrée, thank you for your prompt reply.  I submitted the Enhancement Request and look forward to seeing this in some future release. 

Christopher Brown

Hi Diane,

Another option would be to create your report, then do a "Save as" and start from your new copy. It saves you from having to create the report from scratch and it keeps the original "point to" to the original sheet. I do it frequently as I typically target different audiences with report extracts. 

 

-Chris

Andrée Starå

Happy to help!

I'd recommend Christopher's suggestion until then.

Best,

Andrée

Paul Newcome

I do the same thing as Chris. I set it up then save as new. Then I go in and tweak a few of the details depending on exactly who or what is being changed for the report.

 

I do love your idea though of being able to create a report directly from a sheet.