Overview
It might be required to make a copy of a Report in the following cases:
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To make a Report backup within the same Customer
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To use a single Report template across multiple Customers
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To use a single Report datasources across multiple Customers
While cloning a Report, its features may be cloned based on user selection:
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Widgets
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Datasources
How to Clone a Report
Step | Description | Screenshot | |
1 |
Select the Report you would like to clone |
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2 |
Call ‘Clone’ command |
Click on ‘Clone’
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3 |
Specify Cloning parameters and Clone |
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4 |
Confirm Cloning |
Clock on ‘Clone’ |
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5 |
Review cloned Report |
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Examples of Report cloning
Cloning Parameters | Result | Result Screenshot | |
1 |
Clone Widgets only |
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![]() ![]() Report Layout
![]() ![]() Report Datasources
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2 |
Clone Datasources only |
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![]() ![]() Report Layout
![]() ![]() Report Datasources
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3 |
Clone both Widgets and Data Sources |
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Report Layout
Report Datasources
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