The article outlines how you can copy a report and save it as a separate report in the system.
This is useful if you want to copy the filters used in one report and amend some filters or add additional ones.
We recommend configuring report templates in your system that you can copy and amend to create new reports.
- Go to the Reports tab
- Find and select the name of the existing report in your system that you want to duplication
- Click Duplicate report in the left-hand sidebar
- This will copy the report columns and filters. The name of the report will be appended with ‘Copy’ to distinguish from the original report
- Make any adjustments or amendments you require
- Click the Update button to save the duplicate report