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How to copy a report

Learn how to duplicate or clone a report in Eventsforce.

Ben Dharmanandan avatar
Written by Ben Dharmanandan
Updated over 3 years ago

Copying reports is a very useful function as you can create an exact copy of an existing report, then make changes to the copy. This allows you to maintain the original report. A common situation is copying a report for a previous event, and changing which event you are pulling data from to your current event.

Copying a report

  1. Go to Reports > Reports

  2. Use the 'Tools' dropdown and select "Copy..."

  3. Choose the report to copy (reports in alphabetical order)

  4. Provide a new name for your report

  5. Click "Copy"

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