Creating a Copy

You can make a copy of any of our default Reports so that you can save your edited view.

To begin click on the "..." icon next to the Report you'd like to copy, then click "Duplicate"

This will create a copy of the Report at the bottom of your Reports list:

Click "View" to begin customising your new copy.

Renaming and customising the settings

To edit the name and settings of your copy click on the "Edit" icon in the top right corner of the page.

This will bring up the following editing drawer:

You can enter a new name and description for your copy and also choose who it will be shared with.

Sharing

Using the "Shared With" drop-down you can choose who will have access to your new copy:

"Only Me" - This will keep it as a personal copy that only you can access.

"Organisation Name" - This will allow everyone within your organisation (who has reporting permissions) to have access to your new copy.

"Federation Name" - If you are part of a ‘Federation’ this will allow everyone within your federation (who has reporting permissions) to have access to your new copy.

 

Please Note: If you share this copy across your Organisation or Federation, anyone with permission to edit Reports can make and save changes to your copy.

Settings

From the Report editing drawer, you will also be able to choose whether to include certain information:

Federation: If you are part of a Federation, selecting this will include your Central Team Profiles in your new Report.

Excel Export: Select, or De-Select these options based on what you would like your exported Excel to show.