Duplicate a Report Template

As a founder admin, you can duplicate an existing report template to create another similar template.

To duplicate an report template, you should know the name of the report template that you have created and needs to be cloned.
  1. Click Menu () and then click Configurations.
  2. Click Report Templates ().
    The list of report templates that you've created are displayed.
  3. On the Configurations : Report Templates dashboard, from the left navigation bar, select the report template that you need to clone.
  4. On the details section of the report template, click Duplicate ().
  5. On the Duplicate : Report Templates page, modify the value of the fields as required.
  6. Click Save and wait until the Save successful message is displayed.
  7. Click Cancel to return to the Configurations : Report Templates dashboard.

Results:

Verify that your report template is listed on the left navigation bar and its updated details are displayed on the central frame.