Duplicating Reports
TL;DR
Duplicate a report by opening it, clicking the three-dot menu, and selecting Duplicate. You can rename it, choose where to save it, and update its settings before Wrike opens the copy automatically.
| Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
| Availability: Business, Pinnacle, Apex. ; Unavailability: Free, Team; |
All users except for External users, Collaborators, Contributors and Viewers can duplicate reports that they have access to unless their access role restricts it.
Note
On Legacy Enterprise accounts, the types of users who can use this functionality may vary due to user type 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.
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Navigate to the Reports section 1 in the sidebar and select the report from the list. Alternatively, if you're in the space where the report was created, you can access it through the Tools section 2 in the sidebar.
Note
If you can't see it, click on the More button 3 in the sidebar and select Reports from the list.
- Click the three-dot menu button at the top right corner of the view 4.
- Select Duplicate from the drop-down menu 5.
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In the pop-up that opens, change the report settings:
- Report title: By default, Wrike adds "copy" to the title of the duplicate 6.
- Report location: The Space to which the duplicated report will be added as a tool 7.
- Data source 8
- Select the report should be Based on 9.
- Layout type 10.
- Grouping type 11.
- Add or change grouping and filters 12.
- Click Duplicate 13.
The copy of the report you just duplicated will then open automatically.