Duplicate a CFR report

Unfortunately, there is not an option to duplicate a report in Custom Financial Reporting, but you can easily replicate a report by following the steps below.

1. Create Template. Create a new template in Custom Financial Reports.
   
    
   

2.  Choose and Name the type of Report. A modal will open where you can choose the type of report and enter in the report name.
   
   
   

3.  Edit Template. Once the template is created, click 'Edit Template' in the top, right corner of the template screen.
   
   
   

4.  Click inside the dotted 'Rows' box. Navigate to the 'Rows' section and click inside the dotted line.
   
   
   

5.  Choose your Row Layout. Select the desired Row Layout from the Row Layout drop-down menu and then click the floppy disc icon to save the Row Layout.
   
   
   
   

6.  Click inside the dotted 'Columns' box. Navigate to the 'Columns' section and click inside the dotted line
   
   
   

7. Choose your Column Layout. Select the desired Column Layout from the Column Layout drop-down menu and click the floppy disc icon to save the Column Layout.
   
   

And that's it! You now have an extra copy of the original report.