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Clone an existing report template
Clone an existing report template

Click "Create Template". In the "Choose Source" step, click "Start from a another template".

Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

How to clone an existing report template

Head to the Templates page, then start the report template creation process as normal by clicking Create Template in the upper right hand corner.

In step 1 of the "Create Template" wizard (Choose Source), select "Start from a Template".

Select the template that you'd like to clone, then click "Continue".

The template design editor will then open, where you can make any additional changes or customize your new (cloned) template to meet your business needs.

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