Duplicate report template

To use our standard reports as templates for customized reports, you must copy the report you want to edit. Note that standard reports or reports at a higher level than your access level cannot be edited directly, to prevent affecting other users.

If you cannot edit a report, this may be due to these reasons, lack of permissions, or because the client is on a “Start” level.

The solution is to duplicate the report, allowing you to edit the copy. Duplicating the report template also provides a backup, which is useful if you want a copy before editing or in case you make a mistake that is difficult or time-consuming to fix.

How to Duplicate a Report Template

1. Go to Reporting.
2. Click on the three dots to the right of the report you wish to duplicate.
3. Select Duplicate. The “Duplicate Report” dialog box will appear.
4. Enter a new name for the report template.
5. Click on Duplicate.

Now you will be able to select Edit when you click on the three dots on the duplicated report template.