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Conga Support

Duplicating a BI Analytics Report

This page applies to: Conga Contracts (formerly Novatus)
This page applies to: BI Toolbox Module

You need the BI Tool permission to duplicate an Analytics Report, whether it is a report you created or one that was shared with you.  Duplicating an Analytics Report allows you to quickly create a new report that has many of the same elements as an existing report, and then edit it to meet your specific needs.

     If your edits to the duplicated report include adding/removing any of the original fields in the report's analysis or visual analysis, any chart or table will automatically be removed. Therefore, it is recommended you use the chart or table in the original report as a model to create a new chart/table for your duplicated report.

1.  Click Reports in the Navigation Toolbar, and select the BI Toolbox link in the menu.

2.  In the Home screen, locate the Analytics Report you want to duplicate, and click its link.

BI ReprtDup.png
 

3.  In the screen named for the report, click Icon Duplicate.gif, located to the right of the report name, and click Duplicate in the menu.

4.  Click OK in the Duplicate prompt, and then click OK in the Done prompt.

5.  Click Icon Home.gif to return to the Home screen, and then click the My Items link.

6.  Locate the duplicated report, which displays as a link at the top of the list with the name: Copy of [Report Name] and contains the Icon AnalyticRpt.gif icon.

7. (Optional) Click on the report link to display it, and then edit the report to customize it.