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Run a Saved Report/Clone a Saved Report
Run a Saved Report/Clone a Saved Report

View and edit a saved report

Angela Lim avatar
Written by Angela Lim
Updated over a week ago

In reporting, you often need to pull the same information again and again. In these cases you can create a new report and then save it. Once it's saved, it will be added to the queue of reports so that anyone with access to reports can view it and even edit the query to their own needs. 

Save a Report 

Navigate to the Report section on the left hand navigation pane.  You'll see a list of reports and a green button that says "new report".  Press that. 

You will be taken inside the report builder.  Query the data you need, and give your report a name. You can also give it a category to further identify it in the list (the list is sorted by category), and then save!  

Run a Saved Report
Simply click on the report you'd like to view and it will take you to the query.  You may need to change the date filter to accommodate the date range that you are wanting to look at.  

Clone a Report

There may be times where you want to run an already saved report using the same data criteria but with a different timeframe or different filters. This can be done via the "clone" functionality.

To clone an existing report and save with different filters, etc:

  1. Navigate to Reports

  2. Click on the Report Builder Tab

  3. Find the report that you would like to duplicate and click "Clone"

  4. You will receive a message at the top that your report was successfully cloned

  5. You can now go in to the cloned report and rename the report and update filters, dates, etc.

Your original report will still be available with the original search filters/parameters.

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