How To Clone Reporter Templates

1. In the Reporter panel, navigate to the folder icon in the top-right corner:

   

2. You will see this screen where you can search by template name and template owner. If you have a specific owner, start typing their last name and select it from the dropdown:

   

3. Hover over the template you are interested in cloning, and click the "Clone" icon:

   

4. This will bring you to the screen where you can see the original template and edit it if needed. It also shows CPT codes associated with that template and what picklists and merge fields are being utilized:

   

Related to

• Reporter
• templates