How to Duplicate Insights Reports How to Duplicate Insights Reports

How to Duplicate Insights Reports

Jason Siu Jason Siu

Thank you for visiting our Qtrac Knowledge Base library.

We hope the below article will assist you. Based on your questions, it looks like you are trying to Duplicate an Insights report.

Permissions Required:

Roles Queue Views
  • Any user that has access to Insights and be Owner to the report
  • You may also create a copy of a shared report if you are not the owner
    (See Steps 4-6)
  • N/A

 

  1. Access Insights: Navigate to the Insights feature in the Qtrac application.
  2. Select the Insights report you wish to duplicate and click Duplicate

  3. You will now see a new report with the same name followed by -Copy. This is your newly duplicated report.
  4. If you are not the owner of a shared report, instead click Edit on any report you wish to copy
  5. Then, make any changes to this report that you require and click Update
  6. Input a new report name or simply click Update
  7. You will now see your newly copied report in your report list as the owner

 

If you still have any questions, please feel free to get in touch with our Qtrac Help Desk.

 

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