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Save a standard report as custom

Keep your filters and columns by making your own copy of a built-in report.

Table of Contents
  • Open the standard report.

  • Open More options and choose Clone.

  • Sovica creates "<name> Copy" and opens it in the builder.

  • Adjust it and click Save Report.

Your copy appears under My reports, and in its category.

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Next, read Create a custom report from scratch.