How to Use Batch Copy

Batch Copy allows you to make multiple reports from an already existing report as a default, applying your choice of Filters or Comparisons to each report. An example is if you have a filter for each department in a company, then batch copy will let you create 1 report for each department/filter in a couple of seconds.

To do a Batch Copy you first need to mark the report you want to copy, in the list of reports. Then press the Batch Copy Button.

How to Use Batch Copy

All your Value Filters will appear in the box with the value filter header. Mark all the filters you want to use. It will be generated one report for each filter you choose.

Value Filters

If you have saved any Comparisons they will appear in the comparisons box. Choose any comparisons you want to use, and it will be created a report using those comparisons.

comparisons box

Checking the Apply Interval Filter on All Versions box will let you choose an interval filter to add to all the batch copies.

Apply Interval Filter on All Versions box

When you have selected all the wanted filters and settings press the Next button.

When you have selected all the wanted filters and settings press the Next button

Now you will have some general options regarding the LiveReports. You can set the Name of the LiveReports by writing the wanted names in the boxes.

set the Name of the LiveReports

You can choose the report Theme you want.

choose the report Theme you want

You can choose if you want the LiveReports to be Public or Private.

choose if you want the LiveReports to be Public or Private

Require Password lets you choose if the LiveReports require a password to access, and you can choose if it’s the same password for all the reports, or a different one for each. The text field below lets you choose the password.

Require Password

When you are pleased with the settings, hit the Next button. This will automatically generate the reports.

After pressing Next the Batch Copy Report will appear. It will tell you how many reports were generated and allow you to download an Excel-file containing the LiveReport links and passwords.

download an Excel-file containing the LiveReport links and passwords

When you are done in the Batch Copy Report Screen press the Ok button. You will now see the new reports in the list of reports.

see the new reports in the list of reports

 

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