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Duplicating Reports

Table 163. Availability - Legacy plans


Overview

All users except for collaborators and external users can duplicate reports that they have access to unless their access role restricts it.

Note

On Enterprise accounts, the types of users who are allowed to use this functionality may differ due to user types settings.

If needed, you can duplicate existing reports instead of creating a new one from scratch. If you're a Space admin, you can add a copy of the report to your team's Space as a tool while duplicating it.

Duplicate a report

Reports-Duplicate_Reports.png
  1. Navigate to the relevant report.

  2. Click the three-dot menu button at the top right corner of the view. 1

  3. Select Duplicate. 2

  4. (Optional) In the window that opens, change the report settings:

    1. Report title: By default, Wrike adds "copy" to the title of the duplicate 3

    2. Report location: The Space to which the duplicated report will be added as a tool 4

    3. Data source 5

    4. Report layout 6

    5. Add or change grouping and filters

  5. Click Duplicate. 7

The copy of the report you just duplicated will open automatically.

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