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Taking data from one "report" to the next

We are creating a Monthly Report as a Thing.

Each month a new report will be written, but we need to extract data from the previous report into the new one.

How would we do this?

Pretty open ended question…

How do you have your data structured, a master/detail with one parent thing with a “list of things” under it?

Are you extracting entire fields from the previous data or subsets of text from a field? Do you want to preview the previous data first or just grab a set of data matching a search when saving the new report?

Either way, you’re going to have to “Do a search for ‘Reports’:last item” to get to your most recent report.

Send some more details or an example app and might be able to help some more.