Create, Copy, or Delete a Dynamic Report

 

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Creating a new Dynamic Report

Use these instructions to create a new Dynamic Report. (You can also create a new report by coping an existing report.)

    1. From the main window in Dynamic Reports 2, click the File menu and then click New Report (or press Ctrl+N).

    2. When prompted, enter a name for the new report.

    3. This displays the Retrievals for Report window (shown here).

      Click Add to add at least one retrieval to your report. For more information, see Work with Retrievals.

Copying a Dynamic Report

On the main window in Dynamic Reports 2, select the report you need to copy.

Click the File menu and then click Copy (or press Ctrl+C), then give the new report a name.

Now you can change the Design or the Retrievals for this report.

Deleting a Dynamic Report

Deleting a report cannot be undone. Consider making a backup copy of the report by exporting the report before you delete it.

From the main window in Dynamic Reports 2, select the report you need to delete.

Click the File menu and then click Delete (or press the DELETE key) to delete the report.