Making a copy of a custom report

When making changes to an existing report, it's a good idea to make a copy of it as a backup or for reference.

  1. To make a copy from the Reporting View, click the Actions menu and select "Copy This Report."

     

    To make a copy from the Report Editor, click the arrow to the right of the Save button and choose "Save as...".

       

  2. Enter a new report name and choose the folder where you would like to save the new version of the report. You might want to add to the name of the existing report, such as "Report-New Version." You can also create a new folder.

  3. Click the Save button.

      

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