When creating a report, letter, or email, you can reference an existing report. For instance, reference your existing LYBUNT report to quickly send those folks an email. Changes to the referenced report affect the other report.
From a report, email, or letter:
- Add a filter.
- Click the type of data the referenced report is based on. In this example, click Constituent because your LYBUNT report is a constituent-based report.
- Click Add Filter.
- Click Is In a Constituent Report.
- Click Select a Report and then your LYBUNT report.
- Click OK until you are back on the main report page.
- Add any other filters.
Copy Filters from Referenced Report
- After choosing your referenced report, click Copy Filters.
- Adjust the filters as needed.
- Click OK until you are back on the main report screen.