What is the context?
When a report is shared across multiple departments, not all columns or data may be relevant to each department. To accommodate specific needs, it is often beneficial to duplicate the report and tailor the duplicate. Using XML is the most straightforward way to achieve this.
What is the purpose of the article?
This article explains how to duplicate a report in the system using XML.
Accessing the XML of your original Report
Navigate to Start Page > Admin > Report Management to access your reports and select the report you wish to duplicate.
- Click the ‘Advanced Query Editing’ option to view the XML of the report.
- Highlight all the XML content by clicking in the box and then Ctrl + A and copy it using either:
- Right-click > Copy
- Ctrl + C
Creating your new report
Click ‘New Report Query’ and Choose the appropriate root table for the new report, once selected save the report with the desired name for the duplicate.
Return to the Report Management screen and locate the duplicated report. Select ‘Advanced query editing’. Select all the XML here and delete this. Then paste in the XML that had been copied earlier.
Clicking out of the XML box will auto-save these changes.
This will automatically update the query, allowing for this to now be edited using the ‘Edit Query’ option.
Review date
This article was last updated on 21st January 2025.