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 lower-right corner of the report card and select Copy from the list of available actions. 

A window will appear where the user can give the copied report a new name. Enter the new name and click the Copy button. This will create the report copy with the new name.

The new report will then be available in the "Reports" section of the Cosmos Portal with the new report name. By default, the new report will not have an image associated with it, but the user can add an image by following the instructions in the KB article here: How to Change a Report Image. The user can also check-out the report to make modifications to it.