This article explains how to copy a report on the Reports tab.

To copy a report from the Customers tab, see How to Copy a Report on the Customers Tab 

How to copy a report

To copy a report on the Reports tab, select the report to be copied in the sidebar at the left of Reports, then go to Edit, and select Copy Report from the drop down menu. 

Give the report a new name in the box at the top left of the page. The report will save automatically. Rename, pin/unpin and edit your report as desired.      

How to copy a report across entities

To copy a report from the parent to a subsidiary company or from one ScaleXP entity to another, contact support@scalexp.com for assistance.