Clone Your Past Reports

To save you time, you can clone past reports in True Impact so you are not starting from scratch! Review this resource to learn more.

Cloning During the Allocation Process

1. Log into your True Impact account
2. Find the allocation in your To-Do tab that you want to allocate to your cloned report and click "Allocate"
3. If the program you want to report on already exists in your account, select "+ Add Allocation"
   1. If the program you want to report on does not yet exist in your account, select "New Program" > Name your program > Select the reporting manager > click "Create Program"
4. Select the program you plan to report on
5. Select the program year you plan to report on
6. Select how much of the investment from that donor should be applied towards that report (if creating one report, list the full donation amount, if allocating across multiple reports, add all the programs and divvy up the investment across all)
7. Click "Next"
8. Select "Clone existing report"
9. Choose the report (program and year) to create your clone off of. Only reports with completed years will show as options. 
10. Click "Clone Report"
11. Continue through the remaining allocation questions before beginning to work through the cloned report.

Cloning from the Reports Tab

1. Log into your True Impact account
2. Click into your "Reports" tab
3. Find the report you want to clone and click the Actions icon on the far right of the reports table
4. Select "Clone this report"
5. Decide if you want to clone to the existing program the original report is created within, or a new program
6. Select which year you want your new, cloned report to cover (only years without an existing program report will be available)
7. Click "Clone"
8. You will be prompted to open up the report to start your editing of the new, cloned report.