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Conga Support

Copying a Report

You can make a copy of any standard report or advanced report listed in the Report Browse screen.  This feature is useful if you want to create a new report that is similar to an existing report since it is much quicker and easier than creating a new report.

1.  Locate the report you want to copy.

2.  In the Report Browse screen, click on the report's icon.

3.  In the Report Copy prompt:

  • Edit the name of the original report in the Report Name field.
  • (Optional) Edit or provide a description for the report in the Report Description field.
  • (Optional)  Change the selection in the Report Group list to move the new report under a different grouping in the Report Browse screen.
  • Click Submit.