Copying reports with apps | Voters

Copying reports with apps

complete

Gale Moericke

There needs to be an option to copy reports as part of duplicating an app. It's way too much of a pain to reproduce the reports manually. Thanks.

October 13, 2020

Cory MacVie

marked this post as

complete

Cory MacVie

Thank you for the excellent suggestion. It is now possible to have reports carried forward when duplicating an app, exporting/importing an app, and sharing templates. All reports included in the app will now move forward upon copying an app. I hope this speeds up your duplication process. We are still exploring the implication of carrying forward workflows, but they do not carry forth at this time.

Brian Stroud

When duplicating an app, let us select if we want reports and workflow to be duplicated as well.

Cory MacVie

Brian Stroud: This is now possible. Custom Reports and Workflows are carried along with apps now.

Cory MacVie

Merged in a post:

Use report template from other app

Paul Coupe

Many of my apps use the same advanced report template. Rather than copying and pasting all the code from a previous report template into a new app's report, it'd be useful to be able to select an already existing report from a different app to use in the new app.

October 19, 2020