Cloning a report definition

You can create an exact copy of an existing report definition and then edit the report criteria. This is especially useful if you want to create a variation of a complex report.

The easiest way to do this is to clone the complex report and alter the criteria, rather than create the whole report again. To do this:

Go to the My Reports page (accessed via the top menu bar) and click the checkbox to the left of the report definition you wish to clone. Click the Clone icon:

Zoomed in image of clone icon on toolbar

A pop-up box will appear, prompting you to give the new report definition a name and a description (a default name is supplied). 

Enter the name and optional description, and click Save. You’ll be taken straight to Step 1: Who of the relevant App:

Pop up box showing different options to select