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Duplicating a Report or Slide Deck across-client

Duplicating a Report type allows you to immediately copy across your report format & report level instructions to a new client. You can then update the data queries and requisite filters for the report, and immediately begin generating a new report.

Updated over 3 weeks ago

Overview

The ’Copy to another client’ option for individual reports lets you duplicate an entire report, including, the report template, data queries, and report level context, instantly.

This feature saves you from having to build a new report from scratch, and allows you to leverage the work you have already done.

Step 1: Select the Report to duplicate.

  1. Find the report you want to update (for example, Monthly SLT Report)
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  2. Click the ⋮ (three-dot) menu next to the report name.
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  3. Select ‘Copy to another client’.
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  4. Choose your destination client for the report.

You will be re-directed to the client workspace where you copied the report to, and the copied report will appear there with the same name, but with a ‘(Copy)’ suffix.

Step 2: Open the copied report.

  1. Find the newly duplicated report (for example, Monthly SLT Report (Copy))
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  2. Open the report
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  3. Change any ‘Global Filters’, if applied.

Step 3: Update the ‘Data Queries’

  1. Click on the existing data queries - i.e. Google Ads Overall Performance
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  2. Change the filters (if filtering by specific client or campaign name).

Step 4: Update ‘Report Instructions

  1. Scroll down to the ‘Report Instructions’ tab.
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  2. Update the instructions as outlined in Report Level Instructions.

Step 5: Regenerate the Report

  1. Regenerate the Doc or Slides report to refresh the data for the new client.

Walkthrough Video:

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