Copying an Existing Report

Copying an Existing Report

Any Report that you have access to through the Manage Clients Dashboard can be copied to a new report. You can then edit the copy and save it as a new report with the changes applied. This can be useful if you have multiple similar reports you need to create. Or, if you have access to a shared report (which are read-only) but need to make changes, you can make a copy and edit the copy for your own use.

Making a Report Copy

  1. Navigate to the Custom Reports list in the Manage Clients Dashboard (Manage Clients > Dashboard).
  2. Use the search and filter options to locate the report you need to copy in the Custom Reports list.
  3. Click the report to open it.
  4. In the upper right of the open report, click Tools > Make a Copy.
  5. Enter in the new Report Name, Description, and Share details if desired.
  6. Click Save Report.

The copy of the report becomes the current report you are viewing. You can now edit the report to your needs and save whatever changes you make.

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