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 Copy action is not displayed in the More Action menu, the most likely reason is that the report is not a list type.
  1. From the list of reports in Report Catalog, select More Actions > 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 is 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.
    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.