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Copy a Report Bundle

Duplicate your report bundle

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 2 weeks ago

Occasionally you may wish to duplicate a report Bundle for a different organisation or a different Financial Year to preserve the current settings.

Navigate to:

Reports -> Bundles -> Choose your Bundle -> ACTIONS

Then select Copy Bundle from the drop down list

Update the Name of the Bundle and the Group you want to save it to, click

COPY BUNDLE

This will take you to the New Bundle, use the Bulk Options menu to make bulk Configurations of the reports:

  1. Tick the boxes to select the reports to update

  2. Select the Bulk Actions

  3. Select Configure

  4. Update the details as required for your new Bundle

Alternatively, on each report tile, you can select CONFIGURE to individually update as required from the Builder Screen.

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