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Duplicating a Report

Doc Reports can be duplicated. Duplicating a report allows you to immediately copy across your report format, and report level instructions.

Updated over 3 weeks ago

Overview

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

Step 1: Identify the Report to Duplicate

  1. Find the doc report you want to duplicate.

  2. Click the ⋯ (three-dot) menu next to the report name.

  3. Select ‘Make a Copy’.

Your newly duplicated report will appear at the top of your workspace with same report title, and the suffix (Copy).

Step 2: Open the copied report.

  1. Open the newly duplicated report (for example, Monthly SLT Report (Copy))

  2. Open the report

  3. Change any ‘Global Filters’, if applied, to reflect the reports new purpose.

Step 3: Update the ‘Data Queries’

  1. Click on the existing data queries - i.e. Google Ads Overall Performance

  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.

  2. Update the instructions as outlined in Report Level Instructions.

Walkthrough Video:

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