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How to copy a widget, updates (slides) and missing topics from previous slides

You can copy a single widget or a full update (slide) in your report, not only within the same report but also to other reports.

Please note: to copy a full page (all topics), you have to copy either its widgets or its slides.

Copy a single widget

  1. Select the widget. Click your widget: it gets a blue frame and settings options in its upper right corner.

  2. Copy the widget. Click the Copy button (two pages icon) in the panel at the top, above the slide.

  3. Paste the widget. Choose the slide where you want to copy the widget, click it and paste the widget with the plus (paste) button. Then click Save.

    Selected widget and the Copy button above the slide

    Plus (paste) button on the target slide

Copy an update (slide)

  • Copy the update

    Click the slide you want to copy (a blue button appears in its upper right corner) and select Copy Update.

    Copy Update in the slide menu

Then you can either create a topic for an existing period, or create a new update for a new period.

  • Paste it as a topic

    To create a topic (slide) for an existing period in the same or another report, click the green plus button Add item and paste your topic by choosing Topic From Clipboard.

    Topic From Clipboard in the Add item menu

  • Create a new update from the clipboard

    To create a new update for a new period, click the green plus button Create New From Clipboard.

    Create New From Clipboard button

Please note: if you are copying between two different reports in two open windows, refresh the page after each copy (otherwise you will keep copying the same slide).

  • Turn off automatic slide updates first

    If your report is set to Create new slide updates automatically, you have to turn this option off before you copy your slides (in the report settings, on the Automation tab).

    Create new slide updates automatically on the Automation tab

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