Saving a Report as New

You may need to create new reports for your organization. If an InterAction out-of-the-box report or other existing report is similar to the report you want to create, it is a good idea to use the Save as New feature to create your new report. This feature uses an existing report as a template.

NOTE Only report managers can create or edit reports on the organization’s report list. See Who is a Report Manager? for more information.

When saving a report as new, all the report information is copied over to the new report, then you can change the information as needed. This eliminates the need to create everything from scratch, like page numbers, headers and footers, and more. Using existing reports to create new reports is a good way to keep your report design standards consistent.

By default, new reports are not visible to users - only the person creating the report can see it. It is set as inactive until it is manually activated. This gives the report manager time to update the report before making it available to the organization.

NOTE For information on creating personal reports, see Personal Reports (My Reports).

To save a report as new:

1. Choose Tools > Reports.

2. Choose Manage.

3. Select the report to use as a template then choose Save as New. The New Report dialog box displays.

4. Create the new report in the New Report dialog box, updating information as needed. When finished, choose OK to save the new report.