Copy an Existing Report to Create a New Report

Ad Hoc Reporting Guide

Version
R2025.2.0
Copy an Existing Report to Create a New Report

You can create a copy of any existing report and then edit the copy to create a custom report that matches your organization’s specific reporting needs.

To create a new report from a copy of an existing report:

  1. Go to Reporting and Analytics > Reporting > Reports and select the report that you want to base your report on.
  2. Click Copy. The copied report opens in a new tab of the report designer.
  3. Enter filter values to preview the report data, or cancel the preview. See Preview Reports.
  4. Edit the report as required. See Edit Reports.
  5. Click Save As.