topic Report Wizard; one report for each customer in Data Management Questions

Report Wizard; one report for each customer

StewartGalloway — Fri, 19 Aug 2016 17:10:25 GMT

Report Wizard; I can generate a report for all customers. However, I want one report for each customer. I can narrow it down to one report per customer but how do I duplicate the report template without recreating the report from scratch? Can I change the value of the Element for the customer number?

Thank you.

Stew

Re: Report Wizard; one report for each customer

DanPatterson_Retired — Fri, 19 Aug 2016 17:21:26 GMT

there is a section on saving, loading, running and exporting a report

Saving a report—Help | ArcGIS for Desktop

surely a copy would suffice for import with changes

Re: Report Wizard; one report for each customer

StewartGalloway — Fri, 19 Aug 2016 18:04:55 GMT

I know how to save, load, run and export. But it is a single report set for a single customer. How do I use that report as a template for all other customers? The only way I know to do this would be to start from scratch with a brand new report and go through all of the set up for Create Report. Is there a way to edit the value for the Data Field; change Customer 100 to Customer101.

Re: Report Wizard; one report for each customer

DanPatterson_Retired — Fri, 19 Aug 2016 18:11:17 GMT

so I assumed you could make a copy (rename), load, fix and ship... at least that is the impression the help gives, but I guess you ruled that out

...This makes it easy to add additional fields, footnotes, or images to a report without having to create a report from the wizard each...

Re: Report Wizard; one report for each customer

StewartGalloway — Fri, 19 Aug 2016 18:35:04 GMT

We may be getting close here; I can copy/rename and load but how do I "fix" it? How do I change a field to change the customer number?