Creating a copy of an existing report

You can create a copy of an existing report by saving it as a new report. After you save an existing report as a new report, you can modify the new report without affecting other users who need to view the original report. You might create a copy of an existing report, because you want to use the same data as the original report, but filter or organize the information in a different way.

  1. Open the Report List by clicking Reports in the left navigation pane.
  2. Run the report that you want to create a copy of by clicking the report shortcut.
  3. From the Actions menu in the Report Viewer, click Save as.
  4. In the Save report as modal dialog box, specify the following information:
    • Title — A title for the report. By default, the system provides a title, which you can change. You can specify the same title for multiple reports. The generated report key is the unique identifier for a report rather than the title.
    • Description — A short description of the report.
    • Category — The category that you want the report assigned to. Select the category from the menu.
  5. Click Submit to save the report. The new report opens in edit mode, and a report shortcut is created in the category that you selected.