Cloning a Report

Use this article to learn how to create a report that belongs to the User Created report category by cloning an existing one. To learn how to create a new report from scratch, read the Creating a Report article.

Step 1 - Enter Report Details

In this step, you will enter basic report details and define the scope of the cloned report.

1. Go to Main Menu > REPORTS.
2. Select the report you want to clone.
3. Click the Duplicate Report button ( ) on the Action Bar. 
4. On the Clone Report window displayed to the right, change the report name.
5. Set the scope of the report in the Scope field. Available options are:
   • Current Portfolio - Your xyicon or boundary report will be based on the currently active portfolio.
   • Portfolio List - Your report will be based on multiple portfolios. Click the List field to select the portfolios that must be included in the report.
   • Organization - Your report will be based on all the portfolios that belong to your Xyicon organization. 
6. Enter the description of the report in the Description field.
7. Create the report or click Next to choose the report columns.

Step 2 - Select Report Columns

In this step, you can select the columns you want to display in your cloned report and the report format.

1. Choose the report format for your cloned report. By default, all cloned reports inherit the settings and columns of the original report. To get a summarized report, turn on the Summarize results for this report toggle. 
2. Next, change the fields you want to view in the report by moving them between the Available Fields and Selected fields for columns section. Drag and drop or use the Move Left ( ) and Move Right ( ) buttons to move columns between the two sections.
3. Reorder the fields by selecting a column or multiple columns from the Selected fields for columns section, and dragging and dropping them at the desired location or using one of the reorder buttons located to the right.
4. Create the report or click Next to set the sort order of the selected columns.

Step 3 - Set the Sort Order

In this step, you can configure in which order you want the report to display the records.

1. Add a field to sort by clicking the Add button ( ).
2. Select a field from the drop-down list and specify if it should be sorted in ascending or descending order.
3. To remove an existing field, highlight the row and click the Delete button ( ).
4. Repeat steps 1, 2, and 3 above as required.
5. Create the report or click Next to set up the filters for the report.

Step 4 - Apply Filters

Depending on the scope of your report, you may end up with too many records. You can select which records must be displayed by applying filters.

1. Click the Add button ( ).
2. Select the field, then the condition, and then the value.
3. Keep building the filter.
4. To remove a specific filter, highlight the row and click the Delete button ( ).
5. Create the report or click Next to customize the report column headings.

Step 5 - Configure Custom Column Headings

By default, Xyicon uses the field names as the report column headings. If you want the report to display different column titles, you can define them in this step.

1. Under the Display Name in Header section, enter a custom heading for each report column.
2. Create the report.

Step 6 - Create the Report

To complete creating the report, select one of the following actions:

• Click Save & Run to save and run the report immediately. The Report Preview window will open once the report is ready.
• Click Save to save the report. You can run the report from the REPORTS module at a later date.

Learn more about saving a report.