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Duplicating creates an exact clone of a report, including every page, widget, and setting. The copy stays under the same client as the original. Useful for:
  • Reusing a reporting structure for a new month
  • Creating a variant without editing the original
  • Testing layout changes on a copy before applying to the live report
1

Find the report

On the client’s Reports tab, locate the report you want to copy.
2

Open the report menu

Click the three-dot menu on the report card and choose Duplicate. You can also duplicate the report you’re viewing from the ⋮ menu in its header.
3

Name the copy

The Duplicate Report dialog opens pre-filled with [original] (Copy). Edit the name if you like, then click Duplicate.
The duplicate keeps the original’s client. A report can’t be reassigned to a different client — to reuse the structure elsewhere, save it as a template and apply it under that client.
If you want a reusable starting point rather than a one-off copy, create a Template from the report instead — templates keep a live library you can re-apply to any future report.