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Is there a way to clone reports ?

  • October 7, 2017
  • 3 replies
  • 135 views
manish_m
I was in the process of creating multiple reports which are slightly similar and wanted to know whether there is a way to clone existing reports? 

Best answer by hitesh_sharma

Hi Manish,

Once you open any report, in the top right you can see 'Save as' Icon beside 'Save' Icon,



Clicking on that a pop-up open, where you can enter the name for cloned report,



Regards,
Hitesh
manish_m

3 replies

H
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  • hitesh_sharma
  • Gainsight Employee ⭐️
  • Answer
  • October 7, 2017
Hi Manish,

Once you open any report, in the top right you can see 'Save as' Icon beside 'Save' Icon,



Clicking on that a pop-up open, where you can enter the name for cloned report,



Regards,
Hitesh
matthew_lind
jeevan_chamarthi
jennifer_richard
JPKelliher
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  • JPKelliher
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • August 30, 2021

Is this in Gainsight PX? I can’t seem to edit a report and save it again. I have to start from scratch.

J.P. Kelliher
Cornelia
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  • Cornelia
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • August 31, 2021

 

Is this in Gainsight PX? I can’t seem to edit a report and save it again. I have to start from scratch.

Hello @JPKelliher, thank you for your comment. This post does not belong to PX, it belongs to reporting(Horizon Analytics).  

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