Copying a report

Copying a report may be useful if you wish to create a new report with a similar configuration to an existing report.

Initiating the copy action

There are two ways to initiate the copy action from the source report.

From the Reports screen

First, browse the reports list to find the report that you wish to copy. Then, click the More actions button in the report's row and select Copy report.

Reports screen displaying a list of reports with the 'More actions' menu open and the 'Copy report' option hovered

From the Report screen

If you already have the source report open in the Report screen, click the More actions button the header and select Copy report.

Report screen header with the 'More actions' button open and the 'Copy report' option hovered

Creating the copy

The Copy report dialog will appear. The Name and Description fields will be prepopulated from the source report.

Copy report dialog with 'Name' and 'Description' fields prepopulated from the source report

You may wish to edit the Name and Description now to reflect the purpose of the new report. You can always do this later by configuring the report's general settings.

Copy report dialog with 'Name' and 'Description' fields edited

Click the Create button to create the new report.

Copy report dialog with all fields populated and the 'Create' button hovered

The newly created report will be displayed in configuration mode so you can adjust its settings to suit the purpose of the new report. Learn more about configuring a report.

Initiating the copy action​

From the Reports screen​

From the Report screen​

Creating the copy​

Initiating the copy action

From the Reports screen

From the Report screen

Creating the copy