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Knowledge and Support - Adaptive Insights

Updating A Model Report For The New Year

Question

I have a model report that matches my current version for 2015. I would like to modify the report so that it uses the 2016 numbers, not the 2015 numbers. Also, I would like to copy the report from the 2015 folder to the 2016 folder and then just modify the version. Is this possible?

Answer

The data displayed on the Model report is dependent on the Properties set for the report. The Properties for the report can be reviewed by Modifying the report, right-clicking on a column element and selecting Properties. You could then adjust the Properties to display 2016 data instead of 2015.

The version can be adjusted from the Versions tab of the Filter menu.

You can copy the reports into the 2014 folder by selecting Save As. Please note, you will need to change the name of the report to something like, Staff Travel Report 2014. If the report name is not changed, the report will by moved in to the new folder and the existing 2013 report will be lost.


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