Cloning a report in the Distribute Reports Inbox saves you time and effort by allowing you to duplicate and transfer relevant and valuable report content to a new report. You will be able to clone an existing report without the Report Waves and Content it contains.
>>> This article is for Suppliers.
FYI - You might know Suppliers by another name - check out our glossary to find out!
To clone a report in the Distribute Reports Inbox:
- Go to the Distribute Reports Inbox
- Find the report you want to clone – either by using the search feature in the top right-hand corner of your Distribute Reports Inbox or by scrolling through the pages of the Inbox using the scrolling arrows in the bottom right-hand corner
- Click on Three-dot icon on the report that you want to clone
- Select "Clone"
A duplicated copy of the report will be created “CLONE - {originalReportName}” and will be the top entry in the Distribute Report Inbox.
All relevant content will be duplicated – from the title to the context to the viewers – but will not contain content, attachments, report waves from original report.
You can immediately begin working on the new report.
Insider Tips:
- A single report can be cloned at a time
- The pop-up (snack bar) to notify the report is cloned will auto-close in 5 seconds