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 needed. A user can copy any list that they can see.
Note: If you select a report from the list and the ellipsis (3-dot) menu does not show the Copy action, the most likely reason is that 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. if a report you select show
    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. For information about these tabs, see Options for creating and updating report definitions.
  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.