Navigation:  Managing the Account > Business Analytics > Reporting > Duplicating a Report

 

Overview

 

A Report can be duplicated. Operationally speaking, it is another method to create a report with all the settings and parameter values already filled in.

This action is performed in the "Report Management" page.

 

 

Step-by-step

 

1. Access the "Report Management" page (Admin Dashboard > Control Panel > Business Analytics module > Reporting sub-module > Report Management page).

 

 

2. Select the report to duplicate and click .

 

 

The page is already set to edit mode.

 

3. Edit the duplicate counter, as needed and save your edition with the option.

 

Consider the following when you edit the duplicate report:

 

•Some templates have more than one version. The difference between versions is mainly related to the available fields/parameters.

Verify the template version's fields/parameters to make sure the version you select will return the data you need.

 

•The duplicate's name is the same as the original report plus "_copy".

We recommend you define a report name that provides some context to the returned information.

 

•The option ONLY affects the current data display in the "Data" section - it is a temporary operation. To permanently save your changes, you MUST click the button.