ClickFORMS | Change Type of Current Report

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The following process shows the steps for converting one report type to another. In this case, we will demonstrate converting a 1004 into a 1073 report:
  1. Open the report that is to be converted to the new report type.
  2. Open the Forms Library (  CTRL  +  L   or Forms → Forms Library).
  3. Add the new report type by double clicking on the form in the forms library or dragging and dropping the forms from the forms library into the report. ClickFORMS will automatically transfer all the data it can from the existing forms to the new forms.
Switch Report Type
  1. If you have Xcomps pages you'll need to replace those as well as the main and cert forms if they are for a different form type. In this case we'll need to replace the 1004 Xcomps with the 1073 Xcomps.
  2. Once you have verified the information has been transferred into the newly inserted forms delete the old forms from the report to finish the process.