copy an existing report

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  • Updated 3 years ago
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Is there an easy way to copy an existing report and then modify it versus starting from scratch each time?

Photo of Krista


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Posted 3 years ago

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Indeed you can.  There are two methods.

1. Do a Customize this report on the top right when viewing the report and then do a "Save As on the green button.  The Green Save button will split to be a "Save As" button.

2. In settings for the table choose reports, and see a list of reports.  There is an icon at the right to copy the reports.