How to use:
Go to "Reports" and select one to edit.
To copy the report, click the “Duplicate” button at the top of the page.
Enter a new name in the popup or keep the suggested name. Click "Save" and you’ll be switched to the copied report.
To change visualizations or update data, click the "Edit" button.
Use the “Delete” button to remove a report copy.
Only visualizations can be altered; underlying data sets remain fixed.
How to setup:
All duplicated reports are automatically assigned to the Administrator role. To setup, go to "Settings", then to "User Roles/Permissions".
Go to the "Permissions" tab and select "Administrator" from the Roles dropdown.
Find the Permissions on "Reporting", expand the selection
and have the following permissions necessary for each functionality:
a. View and Update permissions are necessary to allow Editing
b. Create permission is required for Duplicating
c. Delete permission is needed for Deleting
Click "Save".
Note that users on mobile must complete the sync when changes on roles and permissions have been made.