Cloning a Report

Cloning a Report

Purpose

  1. This article will demonstrate how to clone and edit a Report in the Reports Module.
  2. Cloning allows you to adjust the parameters of an existing report without creating the entire report from the beginning.

Related Articles


Video




Instructions




1. Navigate to the Reports Module and select Ad-Hoc Reports from the menu.
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Navigate to the Reports Module and select Ad-Hoc Reports from the menu.
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2. Identify the report you want to clone. In this example we selected a standard FDR (First Due Report) that includes data from 2022.
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Identify the report you want to clone. In this example we selected a standard FDR (First Due Report) that includes data from 2022.
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3. Select the Clone icon for that Report.
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Select the Clone icon for that Report.
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4. Rename the Report. In this example we adjusted the name from "2022" to "2025".

A default name will initially populate with the original report name and "- copy" added to the end.
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5. Once you have given the report a new name, click Copy.
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Once you have given the report a new name, click Copy.
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6. Your new Report will now be found in the All Reports folder.
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Your new Report will now be found in the All Reports folder.
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7. Reports are default sorted by date of creation in the All Reports folder. This means the Report you just created should be at the top of the list.
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Reports are default sorted by date of creation in the All Reports folder. This means the Report you just created should be at the top of the list.
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8. Click on the pencil icon for your new cloned report to make adjustments.
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Click on the pencil icon for your new cloned report to make adjustments.
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9. Make any adjustments to the Description. In this example the dates in the description were also updated from "2022" to "2025".
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10. Next, navigate to the other parameters in the Report you want to adjust. In this example we are going to change the Criteria.
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Next, navigate to the other parameters in the Report you want to adjust. In this example we are going to change the Criteria.
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11. For this new version of the cloned Report the dates in the Criteria were adjusted to the current year.
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For this new version of the cloned Report the dates in the Criteria were adjusted to the current year.
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12. When finished making any additional changes to the Report, click the Save icon in the upper right-hand corner to update and close.
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When finished making any additional changes to the Report, click the Save icon in the upper right-hand corner to update and close.
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