Overview
View and organize reports across multiple tenants in one place, and easily reuse them with data tied to the correct tenant.
Accessing the Copy Reports Feature
Role requirement: You must have appropriate permissions in the Client Manager to access and copy reports. Contact your Redlist administrator if access is needed.
Use the Client Manager to navigate to a group or tenant's reports and initiate a copy from there.
Log in as a Client Manager or Brand Admin account — Client Management view opens automatically
If the list is in table mode, click the ellipsis (⋮) menu and select View in Card Mode
Select a Group or Tenant that contains the reports you want to copy
Click on Reports in the details area
Click Manage
Select one or more reports using their checkboxes
Click the Copy Reports button that appears in the action bar
Page Components / Interface Elements
Element | Description |
Reports Section | View all available reports for the selected group or tenant |
Reports > Manage Button | Access report management and copying options |
Copy Reports Button | Appears in the action bar after selecting one or more reports; initiates the copy workflow |
Target Location | Hierarchical checkbox tree in the Copy Panel to select target groups and/or clients |
Data Source Options | Radio buttons to choose between "Swap Data Source" or "Maintain Data Source" |
Guidance Text | Contextual message explaining which data source option is recommended or available based on report type and target selection |
Copy Items Button | Confirms and executes the copy operation |
Copying Reports
How to Copy a Report to Another Tenant
Share a report with another tenant within the same group structure.
Navigate to Reports in the source Tenant or Group
Click Manage to view available reports
Select the report using its checkbox
Click the Copy Reports button in the action bar
In the copy panel, select the Target Tenant from the hierarchical location tree
Review the Data Source option:
If defaulted to "Swap Data Source," the report will show the target tenant's data
If locked to "Maintain Data Source," the report will continue showing the original data source
Click Copy Items to complete the operation
The report is now available in the target tenant
How to Copy a Report to a Group
Centralize a report at the group level for broader access.
Navigate to Reports in the source Tenant
Click Manage to view available reports
Select the report using its checkbox
Click the Copy Reports button in the action bar
In the copy panel, select the Target Group from the location tree
The system will default to "Maintain Data Source" for group-level copies
Click Copy Items to complete the copy
The report is now available at the group level
Note: Reports copied to a group are not automatically distributed to tenants within that group. Users with group access can view these reports, but tenants must request individual copies if needed.
How to Copy Multiple Reports
The copy flow is the same whether copying one report or many — simply select multiple reports before clicking Copy Reports.
Navigate to Reports and click Manage
Select all reports you want to copy using their checkboxes
Click Copy Reports in the action bar
In the copy panel, select your Target Location from the location tree
Review data source recommendations and select the appropriate option
Click Copy Items to copy all selected reports at once
Note: When copying mixed report types, only the Maintain Data Source option is available.
How Reports Are Updated When Copied Again
If you modify a report in the source location and then copy it again to a target that already has the report:
Update the source report with your changes
Go to Reports in your original location and click Manage
Select the updated report using its checkbox
Click Copy Reports in the action bar
Select the same target location where you previously copied it
Click Copy Items
The existing report in the target location is updated with your new changes
No duplicate report is created; the linked copy is simply updated
Note: Reports are linked between source and target by an internal identifier, so updating the source and re-copying automatically updates the existing copy rather than creating a duplicate.
Understanding Data Source Options
When copying a report, you control where the report pulls its data.
Option | Description |
Swap Data Source | The report shows data from the target tenant or location. All references to the original tenant's data are replaced with the target tenant's data. Best used when copying a report from one tenant to another and you want each tenant to see only their own data. |
Maintain Data Source | The report continues pulling data from the original source. Useful for cross-tenant comparisons or reports with complex multi-source data. Note: Maintain Data Source is always available. Swap Data Source may not be available for multi-tenant reports or when copying to a group. |
Best Practices
Test Before Copying: Verify the report displays correctly in the source location before copying to ensure quality.
Understand Your Data: Know whether you need to "Swap" or "Maintain" data source before copying to get the desired results.
Plan Your Report Library: Copy reports strategically to create a standard set at the group level that can be deployed to new tenants.
Update Consistently: When you modify a popular report, copy the updated version to all relevant tenants to keep reporting consistent.
Troubleshooting
Issue: Data Source Option Locked and Cannot Be Changed
Solution: The data source is locked to Maintain only. This occurs when the report is a multi-tenant report or when copying to a group. Swap Data Source is not available in these cases.
Summary
Copy reports between tenants and groups to standardize reporting across your organization. When copying, choose whether to keep the original data source or use the target tenant's data. Re-copy reports at any time to push updates to other tenants and keep your reporting consistent.