To duplicate a report in the Reports module in SmartSuite, follow these steps.
- Open the Reports module
Click on the menu icon, then select Reports > Reports.
2. Select the report to duplicate
Click the report you want to duplicate, then click the Duplicate button in the toolbar at the bottom of the window.
3. Rename the duplicate report
In Report Settings, give the duplicated report a new name.
Note: The only setting you can change in Report Settings for a duplicated report is the Report Name. All other settings are locked at this stage.
4. Adjust the report
User the report tabs to configure your duplicated report. See the article Building a report in SmartSuite for full details on each tab.
5. Save the report
Click the Save button in the toolbar at the bottom of the window to save your new report so you can access it later.