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Moving an Occurrence Report to a New Occurrence Form

By Alan Blair

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There are generally two ways in how you would edit the context of a report:

• Moving a Report to a new Form
• Making a copy of a Report to a new Form

 

Moving a Report to a New Form

1. Launch the Occurrences module.
2. Click [File], then [New].
3. Select your new Occurrence form.
4. Click [File], then [Report Designer].
5. At the "Select a report" screen no reports will be visible.  Click [Design] to create a new one.

6. When the report loads, go to the "Property Grid." 
7. Locate the "Context" property and note the value of this.

 

8. Close Report Designer and also your blank Occurrence record.  Do not save any changes.
9. In the Occurrences module, click [File], then [New].
10. Select your original Occurrence form.
11. Click [File], then [Report Designer].
12. At the "Select a report" screen, select the form you would like to move.
13. Click [Design].
14. When the report loads, go to the "Property Grid."
15. Locate the "Context" property and then change this to the value noted in step 7.
16. Save and close the report.

 

Copying a Report to a New Form

 

A similar method can be used to make a copy of an existing Report, so that it can be used for a different Occurrence form:

1. Launch the Occurrences module.
2. Click [File], then [New].
3. Select your Occurrence Form that has the report you wish to copy to a new form.
4. Click [File], then [Report Designer].
5. At the "Select a report" screen, select your report and click [Design].

 

 

6. When the report loads, select [File], then [Export].
7. Save the file as a .repx file.
8. Close Report Designer and also your occurrence record.  Do not save any changes.
9. In the Occurrences module, click [File], then [New].
10. Select the Occurrence Form which has a blank report that has not yet been created.
11. Click [File], then [Report Designer].
12. At the "Select a report" screen no reports will be visible.  Click [Design] to create a new one.
13. Click [File], then [Import]

 

15. Once the report has been displayed click [File], then [Save]
16. Name the report and click [OK].