Cloning and Extracting Report Data

by Josh Hook | Mar 19, 2024

This helpful article provides instructions for cloning reports and extracting report data to quickly create new reports using previously entered report data for similar properties, neighborhoods, etc.

Cloning an Existing Report

To clone a report, you will first need to create a new report and identify the file you wish to clone.

1. You can create a new report in three ways:
   1. Click File > New.
   2. Click the (New Report) icon.
   3. Press CTRL+N on the keyboard.
2. Enter the Filename for New Report and click Clone.
3. Select the Report Pak, Report Template (optional), and Report Picklist.
4. Click OK to proceed.
5. Enter the File Name to Clone From and click OK.
6. Select the components you wish you clone:
   1. Manually: Manually select the individual components to include.
   2. Select all: Automatically includes all components.
   3. Deselect all: Automatically excludes all components.
   4. Invert: Automatically deselects currently selected components and selects components that were previously not selected.
7. Click OK to accept the selections and clone the report.

Extracting Data from a Field or Section

1. Click in any report Field or Section. Click Edit > Extract or right-click and select Extract.
2. Select Field or Section.
3. Select the Report to Extract Data From and click Open.

Tip: To search for a report when extracting data, click Options > Environment > General and select Use File Lister to select report files when extracting.

Extracting Data from Multiple Sections

1. Click Edit > Extract > Multiple Sections or right-click in any report field and select Extract > Multiple Sections.
2. Select the Report to Extract Data From and click Open.
3. Select sections to extract.

• Invert – Automatically deselect previously selected forms and select forms that were previously not selected.
• Select all – Select all forms. Manually deselect the forms to exclude.
• Deselect all -Deselects all forms. Manually select the forms to include.

Tip: For forms with multiple sections (for example, the 1004 Single Family 2005) click Details and select the sections to extract.

4. Click OK to accept selections and extract data.

Tip: To search for a report when extracting data, click Options > Environment > General and select Use File Lister to select report files when extracting.