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      Copying an Existing Report

      How to copy an existing report

      You may have a report that you would like to make a few changes to while still keeping the original report. For example, you have standard Incident Report that you want to modify with fields specific to a field technician. Use the Create an Additional Report to copy an existing report.

      1. Click (Reports), then select Create an Additional Report.
      2. Enter a name for the report.
      3. From the Report to Start From field, select the report from which you want to copy. This is useful when you have a similar report but have some fields to remove or add to make it different than the original.
      4. Click (Insert Merge Field) to select fields from your form which inserts the entries from the submission at the end of the file name for help in identifying the report.
      5. Select Do not allow draft report if you do not want app users to print a preview of the report.
      6. Select Use thumbnail images for all photos to reduce report size to show images as thumbnails on the report. This is helpful if your report has numerous images and takes a long time to open.
      7. Select a file type for the report. Reports can be saved as PDF, XLS, XLSX, CSV, or DOCX files. Each type is saved on a per-report basis and cannot be changed at the time of submitting. For example, if you have a report for which you need to export data out of a CSV file, you’ll create a report specifically using that file type. If, for the same form, you want an attractive report to send to customers, you would create a second report using a PDF file type. Mobile app users won’t be able to choose to send the report saved as a CSV file as a PDF when the form is submitted. If you have a form that needs a DOCX file attached or emailed, you can create an additional report as a copy.
      8. Select the page orientation for the report. The Report Designer opens using that orientation for the report and all sub-reports on it.
      9. Mark Set as Default Report to set this report as the default. This option is available only for reports that are not the default.
      10. Click Create and the Report Designer opens, and you can format your new report. The report builds based on your Report to Start From option and opens in the Report Designer. Modify the fields on your report to match the layout you’re looking for. 
      11. Be sure to update the email settings for the form to send the new report as needed.