Copy a report

Make a copy of an existing report.

Steps

  1. In the folders list, select the folder or subfolder that contains the report you want to copy. A list of reports appears in the reports pane.
  2. Locate the report you want to copy.
    1. Click the down arrow next to the report name and select Copy from the menu provided.

      or

    2. Check the box to the left of the report name and click the Copy button in the toolbar.
      Note: To copy multiple reports, check the box next to the each report and click the Copy button in the toolbar.
    3. If you are copying a standard report, the Copy To pane opens. Select the Folder where you want the report to be stored.

      Click Copy to save the report to the selected location.

      Reports copied from My Reports folders are automatically copied to the same folder as the original. See Move reports and folders to move it to a different preferred location.

    When a report is copied, “Copy” is appended to the report name. Rename the report by clicking the down arrow next to the report name and selecting Rename. Enter a new Name and optionally Description for the copy.