Creating Documents from Existing Documents

When you save a document with other names or to other locations, you use the data source, data object, and query defined by a document. This document creation option leverages existing documents to save time and effort. Before saving the document under a different name, or to another location, you can modify document properties and settings as needed.

  To create documents from existing documents:

  1. Perform one:

    • Select File, thenOpen.

    • Click Open icon.

      The Open dialog box is displayed. It features a selection frame that lists the current folder contents specified by Location.

  2. Select Web Analysis Document from Files of Type.

  3. Navigate to the document you want to copy.

  4. Select the document, and click OK.

    If the document uses a Database Connection requiring you to log on, the Database Login dialog box prompts you.

  5. If prompted by Database Login, enter a User ID and password for the Database Connection. Click Save User ID and Password to store log on credentials for the Database Connection, and click OK.

    The selected document is displayed in the content area.

  6. Modify the document.

  7. Perform one:

    • Select File, then Save As.

    • Click Save icon.

    • From the Contents Tab bar, right-click the current content tab and select Save As.

      The Save As dialog box is displayed. It features a selection frame that lists the current folder contents specified by Location.

  8. Navigate to the folder to save your modified document.

  9. Optional: Enter a name for the document in Filename.

  10. Click OK.

    The modified document is saved to the specified location, using the specified name.