If you currently have a form and report created, but have created a new form and want to use the existing report rather than creating a brand new one, you can do this by clearing the current dataset on the report and by adding it to the new form and saving the report under a new name.
This can be achieved by following the steps below:
- Open the report you want to reuse
- Within the Report Data tab on the left-hand side of the screen, expand the Datasets folder and right click the Data sent entry and delete.
- Expand the Parameters folder and if there are files in here called ID and ParentLinkId delete these as well.
- This has removed the current connection between the form and report
- Right click the Datasets folder and select Add Dataset..
- From the window that appears click the button Browse
- The Select Dataset pop up should appear
- From in this window open your reg folder and select the form that you want to add to the report and click Open
- Click OK on the Data Source Properties window
- This will then add this report to the form that you selected
- Select File and Save As on this form to save it as a new report on your account