Duplicate an existing modern report and use it as a starting point for a new, similar report.
Duplicate an existing report to use as a template for new, specialized versions tailored to different audiences. For example:
- Empowering collaborators: Give a teammate their own copy to browse, filter, and experiment with.
- Focusing stakeholders: Create a pared-down version for research stakeholders to highlight key insights and minimize distractions.
Once duplicated, you can grant stakeholders and collaborators access directly within Alida or share a read-only link with external users. For more information, see Share a modern report.
The following information is copied from the original report to the duplicated report:
- All data and text tiles contained in the original report.
- Filters
- Banners
- Significance testing
- Weighting scheme
- Weighting applied to the report
- AI Summary
- Sentiment analysis
- TURF analysis
- Tile-level customizations of answers including renaming answers and tiles, and reordering and merging answers.
- Report-level custom theme
Shared links are not duplicated in the new report.
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Click the
App Drawer and select
Activities.
-
Click
Options next to the report you want to
duplicate and select
Duplicate.
-
In the
Duplicate Report dialog, make any necessary
changes to
Report Name and click
Duplicate.
By default, Report Name is auto-completed with the original report name with duplicated at <timestamp> appended.
After the report is duplicated there is no link between the original report and the duplicated report. Any change you make in either report is not reflected in the other report.