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Copy a report

Guidance on how to copy an existing report to make a new version that can be edited.

Liam Smith avatar
Written by Liam Smith
Updated over 3 months ago

Making a copy of any existing report can be useful if you need to quickly recreate a report with similar parameters or reuse a report someone else created. The default reports can't be edited, but by copying the relevant report you create an editable version of it.

Administrators and reporting administrators can edit their copied report, whereas standard users and other system roles can save a copy of a report with any filters applied, but cannot edit the copy.

To copy an existing report, follow the below steps.

  1. Click Reporting then click Quick Reports.

  2. Search for and select the relevant report, then click Save As.

  3. Enter a name and description for the report.

  4. Select whether to share the report with which other users.

  5. Click Finish.

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