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Duplicate a report

How to duplicate an existing report.

Updated over 5 months ago

If there is a report you want to make that is similar to one you already have, rather than create a new report from scratch you can duplicate an existing report. You can then make any changes you want.

  1. Click the Reporting tab.

  2. In the left-hand menu, click Reports. You can see your 'Published' and 'Draft' reports.

    Click on the option where the report sits currently, for example, Published.

  3. Click on the report, then click Duplicate.



    You can then make any changes you like to this duplicate and then publish when you're ready to share with other users.

📌TIP: When you create a new report, you also can click Templates, then drag and drop an existing report template to duplicate it instead.

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