Clone an Executive Analytics Report

Executive Analytics Report can be cloned from an existing one, which can be useful when you want to have multiple reports that are nearly identical except for a few minor changes. The cloning functionality can be used as a way of using previous reports as baseline for new ones.

1. Go to Configuration > Dashboards and Report Management >Executive Analytics Report.
2. From the grid, click Actions > Clone. A Clone Report pop-up opens.
3. From a report entry, click Actions > Clone. A Clone Report pop-up opens.
4. Fill out the following fields:

   • Enter a Name. The name cannot be the same as the report being cloned.

   • Select Time Period.
   • Select Language.
   • Select Yes or No to Copy Comments into the report.
   • Select a Report Approver: click on the + to select a report approver from a list of users.

5. Click Apply.

   Note: Cloning a report does not copy any appendices nor historical data from the source report. Rather, a blank history log is generated for the cloned report, with one history item that says: "This report was cloned from: SourceReportName"