Copying reports

Edit online

You can make a duplicate of any report listed in any category. You can edit copies of standard reports to suit your exact needs and preferences.

Procedure

  1. Click the three dots right next to a report name and select Copy.
  2. On the Workbook Properties window, fill in the following required fields:

What to do next

  • Name – enter a new unique name for the report.
  • Category – enter the name of category you want to save the report in.
  • Description (optional) – enter a short description to help you identify the report in the reports list.
  1. Click Copy to save the new report.
Note: You can edit the Workbook Properties of any custom report at any time moving your cursor over the icon next to the report name and selecting Edit.