Copy a Reporting and Analytics Report

Important

Important:
To eliminate the need to support multiple financial analysis solutions, Sparkrock plans to retire the Reporting and Analytics extension in 2025. Sparkrock will communicate more details regarding timing as soon as that information becomes available. Sparkrock recommends that you start using the Financial Analysis extension before 2025. For more information, see Financial Analysis.

To save time, you can create a copy of a reporting and analytics report, and then edit the details of the new entry.

For more information about reporting and analytics administrators, see Set Up a Reporting and Analytics Administrator.

To copy a reporting and analytics report

1. Choose , enter reporting and analytics reports, and then choose the related link.

   The Reporting and Analytics Reports page opens.

2. Select the reporting and analytics report for which you want to create a copy, and then on the action bar, choose Actions > Functions > Copy Reporting and Analytics.

   The Copy Reporting and Analytics page opens.

3. In New Reporting and Analytics Name, specify a name for the new reporting and analytics report that you are about to create.

4. To specify that you want to copy mySparkrock profiles from the source reporting and analytics report to the new reporting and analytics report, turn on Copy mySparkrock Profiles.

   This field is only available for reporting and analytics administrators.

5. To specify that you want to copy the mySparkrock user setup from the source reporting and analytics report to the new reporting and analytics report, turn on Copy mySparkrock Profiles.

   This field is only available for reporting and analytics administrators.

6. Choose OK.

See also

Reporting and Analytics
Set Up Reporting and Analytics for Department Managers
Set Up a Reporting and Analytics Administrator

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