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SOLVED

Duplicate Report Builder Template

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Level 1

Hi Adobe Support,

I'm a campaign analyst who's trying to duplicate a spreadsheet that our last campaign analyst set up. We have a new client and would like to re-use the report builder enabled Excel workbook that we use for our other client's website data.

What is the best way to duplicate a report builder enabled workbook for one website but configure it to pull data from a new website?

Thanks,

Matt

1 Accepted Solution

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Correct answer by
Community Advisor

Sadly it may end up being a reference template only. Still can help as it would be a good guide.

You could copy excel sheet then edit each reportlet items in manage menu. You can then change Reference report suite and then associated segments to point to new one.

2 Caveats to watch out for.

1 If any unique variables exist in first report builder doc. associated to 1st report suite

2 If any segments are used in first report builder doc. associated to 1st report suite

They need to be available in 2nd sites report suite or else it wont be an exact match.

GLTU

View solution in original post

1 Reply

Avatar

Correct answer by
Community Advisor

Sadly it may end up being a reference template only. Still can help as it would be a good guide.

You could copy excel sheet then edit each reportlet items in manage menu. You can then change Reference report suite and then associated segments to point to new one.

2 Caveats to watch out for.

1 If any unique variables exist in first report builder doc. associated to 1st report suite

2 If any segments are used in first report builder doc. associated to 1st report suite

They need to be available in 2nd sites report suite or else it wont be an exact match.

GLTU