Copy Reports

There are two ways to copy report templates in Bluerithm: you can copy reports directly from one project to another, or you can pull in reports from a template project using the Project Setup Wizard.


Method 1: Copy Reports from One Project to Another

Step 1. Navigate to the Reports tab of the project that contains the report(s) you want to copy.

Reports page showing the list of report builder configurations

Step 2. Select the report(s) you want to copy by checking the box next to each one.

Selecting a report using the checkbox

You can select multiple reports at once.

Multiple reports selected

Step 3. Click the Options dropdown and select Copy.

Options dropdown showing Copy and Delete options

Step 4. In the Copy Report dialog, use the dropdown to select the destination project you want to copy the report(s) to.

Copy Report dialog with project dropdown

Step 5. Click Copy to complete the process.

Clicking the Copy button to confirm


Method 2: Add Template Reports via the Project Setup Tools

You can also copy reports from your template projects into any project using the Add Template Report button.

Step 1. On the Reports page of the destination project, click Add Template Report.

Clicking the Add Template Report button

Step 2. This opens the Project Setup Wizard on the Add Reports step. Use the Project Templates dropdown on the left to select the template project that contains the reports you want to copy.

Project Setup Wizard showing the template project dropdown and available reports

Step 3. The available template reports will appear below the dropdown. Select the report(s) you want to copy by checking the box next to each one.

Template reports listed with checkboxes

Selecting a template report

Step 4. Click Copy Reports in the "Add reports to project" panel on the right to copy the selected template reports into your project.

Clicking Copy Reports to add template reports to the project

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