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Clone Cloud Analytics Reports
It's easy to clone existing reports, both shared by other users or provided by DoiT International
For cases in which you'll want to create a copy of an existing Cloud Report, you have the option to either:
- Clone the report
- Customize the report
Let's go over the differences, and how to perform each action.
Clone Reports
The Clone function is available for all Cloud Reports, whether you created it or a colleague did. When you clone a report, you create a new version of it and can make whatever changes you'd like without affecting the report the cloned version is based on.
To clone a report, open a report and select the Clone Report icon (two stacked documents) from the right-hand menu:
A screenshot of an example report
When you clone a report, a new report will appear with the name "A copy of ORIGINAL REPORT NAME". From there, you can edit the report's name and make adjustments.
Customize Reports
The "Customize" function is available for Preset Reports only. These are built-in reports you have access to right away before creating any reports yourself. This function allows you to create a copy of a Preset Report and make modifications on top of it.
To identify a Preset Report, look under the Type column for the word "Preset".
A screenshot of the Cloud Reports screen
Load up the report, then select the Customize icon (two stacked documents) from the right-hand menu. This will, essentially, duplicate the report for you.
The new report will be created the name "A copy of ORIGINAL PRESET REPORT NAME". From there, you can edit the report's name and make modifications.
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