Creating a new Report based on a single Sheet

meyerd61361 · 01/02/19

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 · 01/02/19

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 · 01/02/19

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

Christopher Brown · 01/02/19

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 · 01/03/19

Happy to help!

I'd recommend Christopher's suggestion until then.

Best,

Andrée

Paul Newcome · 01/03/19

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.

Creating a new Report based on a single Sheet

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