How do I Clone a Report in the Report Builder?

In the Management Section of the Report Builder, there is the ability for the user to Clone a report.

For a deeper dive on the Report Builder, click here.

By cloning a report, it allows the user to effectively save the criteria chosen for that report and at a future time, when the user wants to run the same report but with a specific change in the criteria, for example, a new Time Frame, they don't have to create a whole new report.

To clone the report, go to the Management section of the Report Builder, which can be accessed from the left hand menu, under Report Builder.

The Management section is where all the completed reports are housed.

To find the Clone option, click on the three vertical dots that are under the Actions column for the report you would like to clone.

Click on Clone Report and it will take you back to the Ranking section of the Report Builder and in the name of the report, it will show the saved name of the previous report with the word Clone at the beginning.

You will see that the depth, metrics and other Additional Criteria options that were selected in the first running of the report are saved.

You can then click on the options at the very top of the screen to the left of your login name to update any criteria, including Time Frame.

Then, Apply Changes and click on Build A Report.

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