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Clone a Report Between Datasets in Zendesk

Learn how to clone a report from one dataset to another in Zendesk. Follow these steps to easily duplicate reports.

How do I clone a report from one dataset to another in Zendesk?

To clone a report from one dataset to another in Zendesk, you need to have the appropriate permissions.

First, navigate to the Reports library in Explore and locate the report you wish to clone. Hover over the report, click the options menu, and select 'Clone'. In the Clone report window, you can rename the report if desired and select the target dataset for the cloned report. Once you click 'Clone', the report will appear in the Reports library of the selected dataset. For more details, visit theoriginal link.


More related questions

What are the steps to clone a report within the same dataset in Zendesk?

Cloning a report within the same dataset in Zendesk is straightforward. Open the report you want to clone in the report builder. Click the dropdown arrow next to 'Save' and select 'Save as new'. This action creates a copy of the report in the…

Why would I want to clone a report in Zendesk?

Cloning a report in Zendesk is useful for creating a copy without altering the original. This feature is handy if you need to move a report to a different dataset or if you want to make changes to a report while keeping the original intact. Cloning…

What permissions are needed to clone a report between datasets in Zendesk?

To clone a report between datasets in Zendesk, you must have the 'Can save reports' permission in both datasets. This permission ensures that you have the necessary access to create and save reports in the target dataset. Without this permission,…

Can I rename a cloned report in Zendesk?

Yes, you can rename a cloned report in Zendesk to help distinguish it from the original. When cloning a report, you have the option to rename it in the Clone report window. Additionally, after cloning, you can hover over the report in the Reports…

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