Copy report template

This popup form can be accessed via the options menu in the top header area of the report template view page, as shown in Figure 1. Alternatively you can access the copy popup form via the actions column menu of the Report templates tab at the organisation view page, as shown in Figure 2.

Figure 1 – Access via options menu

Figure 2 – Access via report templates tab

This popup is shown in Figure 3 and is used to copy an existing report template.

Figure 3 – Copy report template form

Use the tree navigation layout to select the parent asset that needs a copy of this report template. You can show or hide levels or sub-levels by clicking on the expand or collapse icons. Select the name of your desired parent asset and edit the title of this copied report template if you wish to do so. Note: names with a  cannot be selected. Selecting the ‘copy state history‘ check box at the very bottom of this form allows for you to copy across all of the current template’s state history as well, should you want to. Once you are happy with the selection click on the “Copy report template” button at the bottom of the form. If you do not want to copy this report template anymore then you can click on the “Cancel” button to close the form.