Using an Existing Report on a New Form

If you currently have a form and report created, but have created a new form and want to use the existing report rather than creating a brand new one, you can do this by clearing the current dataset on the report and by adding it to the new form and saving the report under a new name.

This can be achieved by following the steps below:

  • Open the report you want to reuse
  • Within the Report Data tab on the left-hand side of the screen, expand the Datasets folder and right click the Data sent entry and delete.
  • Expand the Parameters folder and if there are files in here called ID and ParentLinkId delete these as well.
  • This has removed the current connection between the form and report
  • Right click the Datasets folder and select Add Dataset..
  • From the window that appears click the button Browse
  • The Select Dataset pop up should appear
  • From in this window open your reg folder and select the form that you want to add to the report and click Open
  • Click OK on the Data Source Properties window
  • This will then add this report to the form that you selected
  • Select File and Save As on this form to save it as a new report on your account