How to clone an existing report template

Start the report template creation process as normal by clicking "Create Template" from within the Reports tab of the main Template section.

Once there, click "Create Template" at the top right.

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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