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How to Duplicate a Report?

Ray avatar
Written by Ray
Updated over a week ago

Steps to Duplicate Reports

Follow these simple steps to duplicate a report:

Step 1: Head to the Reports Section

  • Navigate to the Reports section from your dashboard.​

Step 2: View All Reports

  • Click on the three-dot menu (⋮) located in the top-right corner of the Reports section.​

  • From the dropdown, select "View Reports" to display all available reports.

Step 3: Locate the Report to Duplicate

  • Find the report you wish to duplicate in the list.

Step 4: Open the Options Menu

  • Click on the three-dot menu (⋮) next to the report name.

Step 5: Duplicate the Report

  • From the dropdown menu, select "Duplicate".

Step 6: Step 6: Name the Duplicated Report

  • Enter a new name for the duplicated report in the prompt that appears.

Step 7: Save the Duplicated Report

  • Click "Save" to create the duplicated report.

Note:

  • The duplicated report will be saved in your Private view by default.​

  • You can modify the access settings to share it with others if needed..

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