Making a Copy of a Report

How to make a copy of any of our Default Reports

Video Guide

 


 

Creating a Copy

 

You can make a copy of any of our default Reports so that you can save your edited view.

 

To begin click on the "..." icon next to the Single Central Record Report, then click "Duplicate"

 

 

This will create a copy of the Report at the bottom of your Reports list:

 

 

Click "Open" to begin customising your new copy.

 


 

Renaming and customising the settings

 

To edit the name and settings of your copy click on the "Edit" icon in the top right corner of the page.

 

This will bring up the following editing drawer:

 

You can enter a new name and description for you copy and also choose who it will be shared with.

 


 

Sharing

 

Using the "Shared With" drop down you can choose who will have access to your new copy:

 

 

  • "Only Me" - This will keep it as a personal copy that only you will have access to.
  • "School Name" - This will allow everyone within your School (who has reporting permissions) to have access to your new copy.
  • "Trust Name" - If you are part of a Trust this will allow everyone within your Trust (who has reporting permissions) to have access to your new copy.



Please Note: If you share this copy across your School or Trust, anyone with permission to edit Reports will be able to make and save changes to your copy.

 


 

Settings

 

From the Report editing drawer you will also be able to choose whether to include certain information:

 

 

If you are part of a Trust, selecting this will include your Central Team Profiles in your new copy.

 

 

Selecting this option will include any error/warning icons within your copy as notes on your Exported Excel Report.