Overview

Sometimes a user is looking to create a report that is like an existing report with some slight differences. In this case, it may be easier to create a copy of an existing report and modify it rather than start from a blank Excel workbook. 

This article will discuss how to take a copy of an existing report and make a new report that can then be modified to suit the user's needs.

Details

To make a copy of an existing report, the user should navigate to the report in the "Reports" section of the Cosmos Portal. Only users with the Report Editor role can make copies of a report, since it involves creating a new report, and reports cannot be copied from the Workspace section of the Cosmos Portal.

Once the user has identified which report to copy, they will click the ... in the right-side of the report card and select Copy from the list of available actions. 

The user will then pick the folder to copy the new report to. By default the report will have the same name and, if a report with the same name already exists, it will have a number after it. The user can then rename the report as needed.