Creating a new report by copying an existing report

Report users can save time when creating a new report by copying an existing report and updating it as required. A user can copy any list that they can see.

Note: If you select a report and the ellipsis (3-dot) menu does not show the Copy action, the report is not a list type.
  1. From the list of reports in Report Catalog, click the ellipsis (3-dot) menu for the report you plan to copy and select Copy.
    The new version of the report displays on the report editing page with the name of the original report with "_Copy" appended. For example, if the original report was named MyTestReport, the copied report would be named MyTestReport_Copy. You can change the name by clicking Edit.
  2. On the report editing tabs, make changes as required for your new report.
  3. Select Create Report or Create and View Report.
    If you select Create and View Report, the report displays on-screen immediately. You can review the report at any time from the Report Catalog.