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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
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
Andrée, thank you for your prompt reply. I submitted the Enhancement Request and look forward to seeing this in some future release.
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
Happy to help!
I'd recommend Christopher's suggestion until then.
Andrée
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.
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