How to Duplicate Existing Reports
Kayla Conroy avatar
Written by Kayla Conroy
Updated over a week ago

During the onboarding process, your Wiser Customer Success Manager will set you up with our standard best-practice reporting. As your teams expand you can easily duplicate these reports and generate them for other/new users.

To Duplicate a Report for other/new users:

1. Go to the "Reports" Tab

2. For the Report you'd like to duplicate, use the Actions dropdown menu and select "Duplicate Report"

3. Configure the Report Settings for the other/new user:

  • Report Title: Change the report title to reflect the correct user(s)

  • Filters: Deselect the undesired user(s) from the original report, and select the desired user(s). Note: you can also filter by Teams, HQ Accounts, etc.

  • View By: Determines how the report is broken down. Dependent on what Filter Type is selected.

  • Shared with Report Creator and: Determines who can see the report in Wiser.

  • Email Notifications: Determines who will automatically receive the report via email and at what cadence. Note: Times are all EST and are in Military Time.

4. Select "Save"

Did this answer your question?