Cloning a report in the Distribute Reports inbox saves time and effort by allowing you to duplicate and transfer relevant and valuable report information 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:
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Go to the Reporting app from the left-hand side navigation bar
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Switch to the Curate view at the top of the page
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Find the report you want to clone – either by using the search feature in the top right-hand corner of your Reports inbox or by scrolling through the pages of the inbox using the scrolling arrows in the bottom right-hand corner
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Click on Three-Dot icon
on next to the report that you want to clone
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Select "Clone" from a drop down menu
A pop up window will appear asking you to confirm the action.
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Click “Clone“
A duplicated copy of the report will be created “CLONE - {originalReportName}” and will appear as the top entry in the Reports inbox.
All relevant information will be duplicated – from the title to the context to the viewers – but will not include content, attachments, or report waves from the original report.
You can immediately begin working on the new report.
Insider Tips:
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A single report can be cloned at a time