Copying a Custom Report

To create a copy of a custom report, complete the following steps:

  1. Select Reporting in the top navigation bar to open the Reporting menu along the left side of the page.
  2. From the left navigation menu, select Custom Reports.
  1. From the Custom Reports list, select the custom report you want to copy.
  2. From the More Actions (three vertical dots) menu in the upper right of the Custom Reports header, select Create Copy.
  1. The Name field will default to “Copy of <name of custom report being copied>”. If you want to update this name, you can delete the default value and replace it with the desired name.
  2. Select Save. A success message is displayed in the upper right portion of the page letting you know the custom report has been created.

Once created, you'll see the custom report in the Custom Reports list. Select it from the list to make any necessary edits to the parameters you previously set in the copied custom report.