How to Delete, Export, or Duplicate a Report
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Export, Duplicate, or Delete a Report:
Export, Duplicate, or Delete a Report: At the top right of your Report, there are three icons to Export (into a spreadsheet), Duplicate, or Delete a Report.
To duplicate an existing Report:
Rebuilding the same attendance report again and again for different classes?
Entering the same data in multiple times so you can track it on more than one report?
Duplicating reports is just what you are looking for to save time and effort!
Explore the options below for copying columns, sharing existing data, and linking columns for synchronized data to supercharge your use of Reports.
You can duplicate (copy) a Report to the same group or another group in just a few quick steps. To do this select the Report that you'd like to duplicate (copy) and click on the icon that looks like two overlapping sheets of paper:
Report Structure
Example: You created a report to track attendance for all of your class dates for this school year. Rather than recreate that manually in each of your class groups, simply duplicate the report structure, and all the columns with dates you created in the original Report will now be ready to go in any group you copy it into.
Structure & Data
Example: You created a report to track information for students going on a class trip. Each class has its own report. You want to keep a record of this information (emergency contacts, food allergies) by duplicating this report into the top-level group for a master list.
Share the Report Columns
Example: You create a report that keeps track of sacramental forms and requirements. You want each class to keep track of the same information so you share the report columns. Throughout the year if you add more columns it will update across all of the reports that were copied.
Share the Entire Report
- Example: You've created an attendance report that has all of the dates of your program. You create this report in your top-level group and then share this report with all of your subgroups to keep a master list of attendance. As other classes check attendance your original report will update automatically.