Custom Report Builder 3.2: Duplicating Reports

Cassandra Nino -

The ability to duplicate reports allows you to create a new copy of that previously created report. Where you can then easily change out the date range, images and notes for the new months report!


Duplicating Reports

1) Click the "Duplicate" button below the report you wish to copy

2) You will then be dropped into an untitled report with the data and layout from the duplicated report

  • Title the new custom report
  • Change the date ranges for the dashboards to reflect the data for the new report
  • Switch out any images, notes and data tables to reflect new data for the new report
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