The Report Copy Wizard enables you to quickly and easily make a duplicate report. The Report Copy Wizard is useful when a user wants to create a new report that varies only slightly from an existing one. This article was updated eight months ago. To use the wizard, follow these steps.
Steps to copy a report
- Click Copy Report above the list of reports on the Reports/Analyze page.
- Click Next, and select the report to copy.
- Or click the Copy icon next to a report in that list.
Name and describe the new report
- Name the new report, or accept the default, which appends "(Copy)" to the name of the original.
- Give the report a Description that tells other users about the function of the report.
- Optionally, select a Group that will determine where the report displays in the Reports list.
- Or you can type a name for a New Group if you wish to create a group.
Finalize the copy
- Click Next.
- Check the details displayed in the Report Copy Confirmation.
- Either click Finish to close the wizard, or Back to change details.
- On the final screen, click Finish to close the wizard, or Copy to copy another report.
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.
- Each result set is unique for a specific report id, account id, and event id.
- 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.
- See the Changes Report topic for more information about this report type.
Additional notes
- Any comments about this Help topic? © 2020 Certain, Inc.
- Note: Help topics may include features to be released.
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