Copy an Existing Report

Copy an Existing Report

The Report Copy Wizard enables you to quickly and easily make a duplicate report by guiding you through a step-by-step process. The Report Copy Wizard is useful for creating a new report that varies only slightly from an existing one.

Steps to Copy a Report

1. Click Copy Report above the list of reports on the Reports/Analyze page. 2. Click Next. 3. Select the report to copy. 4. Or click the Copy icon next to a report in that list. 5. Name the new report. 6. Accept the default, which appends "(Copy)" to the name of the original. 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. Either click Finish to close the wizard, or Back to change details. 13. On the final screen, click either Finish or Copy another report.

Copying a Changes Report

14. 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. 15. You will, therefore, 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. 16. See the Changes Report topic for more information about this report type.

Notes

17. Note: Help topics may include features to be released.