How do I copy a report?

Environment:

Analytics

Resolution:

Copying a report allows you to customize an existing report to suit your needs. You can copy both standard and custom reports, including the Answers Viewed and Staff Performance reports, for example. The copied version will have its own unique ID. 

When you decide to create a custom report based off an existing report, create the copy first rather than attempt to make changes to the current report.  Though you won't be able to save changes to standard reports, you can easily modify custom reports. Keep in mind that any changes you make to a custom report will overwrite the original version upon saving.

Best Practice: Create a copy of the report first. Then open up the new copy to make modifications.

If you copy a report with schedules or alerts, only the report will be copied.  Schedules and alerts are not copied over to the new report. This prevents any recipients listed on the original report from receiving additional reports from the copied version(s).

Note: You can export report configurations from one site and then import them into another site. For more information, refer to Answer ID 2566: Exporting and Importing Report Configurations. 

To copy a report:

1. From the .NET console, navigate to Analytics, then open Reports Explorer.  
   • Reports Explorer opens with two frames displayed. 
2. Find the report you want to copy within the frame on the right side of Reports Explorer.
3. Right click the report, then select Copy
4. A pop-up window will open:
   • Select the interface to copy the report to
   • Click the directory and folder where you would like to save your copy. (Inaccessible folders are grayed out) within Public Reports or My Reports.
   • Enter a name for the copied report in the Name field
5. Click Save. 

Another way to copy a report is to open an existing report and "Save As." 

From the editor of an existing report, click the Save icon.  Select Save As, which will create a copy of the report you are editing. Once the "save" completes, the name of the report above the toolbar changes, as you are editing the new report. 

Note: When a report is copied, it retains the information from the original report, including the original title. To update the title of the report, double-click on the Title field or right click and select Edit Text Field. In the pop-up window, update the contents of the Text field.

You can also delete the field. To add a new title field, click the Insert tab at the top of the page, and click Text Field. Select the text field you want. Then, click the location in the report to drop the new field. Right click on the text field to make changes.