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Copy Reports

Bloomerang CRM

Updated over 2 weeks ago

To quickly create a new report that is similar to existing report, make a copy.

To copy a report:

  1. Click Reports.

  2. In the report list, find the report to copy.
    ​Tip: If you have many reports, in the Search Reports text box, enter a word that appears in the report name. Or, select one or more filters.

  3. Next to the report, click Action.

  4. Select Copy Report.
    The copy appears in the reports list. The report name includes (Copy) at the end.

    Original and copied report

  5. To edit the copy of your report, click it.

  6. To change the report name, click Details.

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