Creating a new report using an existing report

Axiom Budgeting and Performance Reporting comes with a wide array of standard reports for a variety of situations, and you should have no immediate need to create your own.

When the time comes that you require a customized report, however, Axiom Budgeting and Performance Reporting offers powerful and flexible options for building your own reports.

When creating custom reports, you can start from scratch, or perform a Save As on a standard report and begin customizing from there.

To create a new report using an existing report:

• To Save As, right click the report name, and select one of the following:
  • To save the new report in Axiom Budgeting and Performance Reporting, select Save As (Repository).

  • To save the new report outside of Axiom Budgeting and Performance Reporting, select Save As (Local File).

    

After you create a new report, we recommend saving it in My Files or some other location separate from the Axiom Budgeting and Performance Reporting list of standard reports.