Create a report from an existing report—ICRW

It is a recommended best practice to use an existing Interactive Custom Report Writer (ICRW) report as the basis for a new report. You can also use Save As to create an identical copy of a report.

Base a report on an existing report

You can use a Report Library report, or another existing report, as the basis for a new report. The recommended best practice is to use the Create from existing report option.

1. Go to Reports > All > Advanced and select Add (circle) next to Interactive Custom Reports.

2. Select Create from existing report.
3. Enter a unique Report name. Report names can contain letters, numbers, spaces, underscores, and hyphens up to 80 characters.
4. Select a report from the dropdown list on which to base the new report. This is sometimes called the seed report.
5. Under Properties, select a Report audience and Report type from the respective dropdown lists.
6. Leave the Create automatically a standard periods filter and prompt in your report checkbox unselected. You can add a reporting period later, as necessary.
7. Select Create report.

Use Save As to duplicate a report

You can save an existing report from your report list or the report library as an identical copy under a new name.

1. Go to Reports > All tab > Advanced and select Interactive Custom Reports.
2. Find an existing report in the list of existing reports, or select Report library and find a report in the library list.
3. Select Edit.
4. Select to save the report as a copy.
5. Enter a unique name for the report and optionally, a description.
6. Select OK to save the report. Make sure that the new report is stored in the company-named folder.