How to Copy An Existing Custom Report in Assurance

When creating multiple reports with minor variations, existing reports can be copied to save time. This guide provides step-by-step instructions on how to copy an existing custom report in Assurance.

To Copy an Existing Custom Report in Assurance

1. Click Reports in the top menu

2. Select +Create New Report, this will reveal the New Report screen

3. Click the textbox beneath Select Base Report

4. Select the report you wish to copy from the dropdown menu. 

5. Enter a name for the report in the space provided

6. Add a description of the report in the space provided

7. Click the textbox beneath Report Category

8. Select a report category from the dropdown menu that appears

9. Select Create

10. Once you have created the report, add the necessary filters and remove any filters that are not required.
For example, if you want the report to only include information in one Register, it is necessary to add in the Register or Form template filter and select the correct template. It may also be necessary to change a date range.

11. Click Save

Optional: You may also wish to  bookmark the report, to do this simply select the Bookmark button on the report. The report should then appear in the bookmarks column on the main report screen. 

Watch the video below for an example of the process to copy a report and tailor key filters for the new report: