This article explains how to duplicate reports on the Customer tab.
To copy a report on the Reports tab, see How to copy a report (Reports tab) and to copy a chart see How to copy a chart.
To copy a report on the Customers tab,
- Select the report in the left sidebar of the Customers tab.
- Click on “Configure Report” at the top right.
3. Make your changes and rename the report
4. Click “Save As New.”
Your new report will now appear in the left sidebar, ready to use.