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Copying a Report Urgent

Hello,

I am encountering a problem with the copies i have made for the excel report template i created.

I cloned the previous template i created into 3 templates for daily, monthly and previous month view.

But when i change the filter in one report the changes are done in the other templates also.

Please help me with how i can make the report template independent of each other.'

Thanks for your help

Regards,

Jaya

6 Replies
el_aprendiz111
Valued Contributor

Re: Copying a Report Urgent

Employee
Employee

Re: Copying a Report Urgent

Where are you applying the filter? To the report, task or object in a report?

Not applicable

Re: Copying a Report Urgent

Hello stephen,

I am applying the filter to the Report.

Regards,

Jaya

ngulliver
Valued Contributor III

Re: Copying a Report Urgent

Hi, Jaya.

Have you checked that each report is pointing to a unique template and a unique filter and not still sharing the same one ? It's a silly thing, I know, but I've seen it happen.

Neil

harishkumarg
Contributor III

Re: Copying a Report Urgent

Hi

It should be set at the task level.

Create three tasks with the same template.

Task 1 - Apply Monthly Filter

Task 2 - Apply Daily Filter


Task 3 - Apply Prev Month Filter


Hope this helps!


Regards

Harish



Not applicable

Re: Copying a Report Urgent

Thanks Harish.

This really helped implemented the same way.

Appreciate it.

Regards,

Jaya

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