Copy an Existing Report

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Keywords: Copy an Existing Report, Report Copy Wizard, Reports/Analyze, New Group, Group, Copy Report, Changes Report, Report Description

Document ID: https://platform-support.certain.com/hc/en-us/articles/33394266119319-Copy-an-Existing-Report#split1

Copy an Existing Report

The Report Copy Wizard enables you to quickly and easily make a duplicate report. This is useful when you want to create a new report that varies only slightly from an existing one.

To use the wizard, follow these steps: 1. Click Copy Report above the list of reports on the Reports/Analyze page. 2. Click Next. 3. Select the report to copy. 4. Click the Copy icon next to a report in that list. 5. Name the new report. 6. The default name appends "(Copy)" to the original name. 7. Give the report a Description that tells other users about the function of the report. 8. Optionally, select a Group that will determine where the report displays in the Reports list. 9. Or type a name for a New Group if you wish to create a group. 10. Click Next. 11. Check the details displayed in the Report Copy Confirmation. 12. Click Finish to close the wizard. 13. Or click Back to change details. 14. On the final screen, click Finish or Copy another report. 15. Copying a Changes Report: If you copy a report that has the “Lock report to enable Changes Report options” feature enabled, the new report will not have any result sets saved, since each result set is unique for a specific report id, account id, and event id. 16. You will be able to unlock the changes option and modify the filters/columns of the new report, since the Report: Columns and Filters tabs only get locked after you export the first result set from that report. 17. See the Changes Report topic for more information about this report type. 18. Note: Help topics may include features to be released.

Copying a Changes Report If you copy a report that has the “Lock report to enable Changes Report options” feature enabled, the new report will not have any result sets saved, since each result set is unique for a specific report id, account id, and event id. You will be able to unlock the changes option and modify the filters/columns of the new report, since the Report: Columns and Filters tabs only get locked after you export the first result set from that report. See the Changes Report topic for more information about this report type.