Duplicate a Report as a template
When several teams (or workspaces) need the same Report layout, duplicating an existing Report is faster than rebuilding. The duplicate retains every section and configuration; only the bits that differ between brands need to be edited.
Step-by-step
Section titled “Step-by-step”- Open the source Report you want to duplicate.
- Use the Duplicate action (typically in the top bar or the Report’s menu).
- Name the duplicate clearly — for example, “Weekly Exec Summary — Brand B.”
- Open the duplicate and edit only the parts that need to change (which usually means: the metric group used for one or two sections, or the section titles).
- Save.
What carries over
Section titled “What carries over”| Element | Carries over? |
|---|---|
| Section list and order | Yes |
| Metric group selections | Yes |
| Default date range and comparison | Yes |
| Section titles and descriptions | Yes |
| Saved Views inside the Report | Yes |
| Report-level export settings | Yes |
| Data | No — pulled fresh from the current workspace’s connections |
Cross-workspace duplication
Section titled “Cross-workspace duplication”Reports live within a workspace. To use a Report template in a different workspace, manually recreate the structure — or coordinate with support if you need bulk duplication across many workspaces.