--- title: "Web Portal 2.0: Merging and Cloning Reports" description: Merging Reports Cloning Reports Merging Reports Note: Reports can only be merged if they are created using the same template. Note: The size of your reports' will determine the length of time they t --- [Skip to content](https://knowledge.goreport.com/knowledge/web-portal-2.0-merging-and-cloning-reports#main-content) - New Customer Onboarding Show submenu for New Customer Onboarding - RICS Customers Training - Smart Library Training - Knowledge base - Support Open main navigation Close main navigation - New Customer Onboarding Show submenu for New Customer Onboarding - RICS Customers Training - Smart Library Training - Knowledge base - Support Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.goreport.com/knowledge?hsLang=en) 2. [GoReport How To](https://knowledge.goreport.com/knowledge/goreport-how-to?hsLang=en) 3. [Web Portal 2.0](https://knowledge.goreport.com/knowledge/goreport-how-to?hsLang=en#web-portal-2-0) # Web Portal 2.0: Merging and Cloning Reports [Merging Reports](https://knowledge.goreport.com/knowledge/web-portal-2.0-merging-and-cloning-reports#Merging-reports) [Cloning Reports](https://knowledge.goreport.com/knowledge/web-portal-2.0-merging-and-cloning-reports#Cloning-reports) **Merging Reports** **Note:** Reports can only be merged if they are created using the **same** template. - The first report you select will be the “Primary” report. Select the report you would like to merge with the "Primary” report and select **Merge Reports** (as shown below). ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Jun-05-2024-02-02-45-4629-PM.png?width=688&height=380&name=image-png-Jun-05-2024-02-02-45-4629-PM.png) - Select **Confirm.** ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Jun-05-2024-02-07-53-6296-PM.png?width=688&height=384&name=image-png-Jun-05-2024-02-07-53-6296-PM.png) - Wait for the merging to complete. **Note: **The size of your reports' will determine the length of time they take to merge. - When the merging has completed, a notification banner will appear at the top of the screen. - Select the **Refresh** icon to update the reports list. ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Dec-11-2024-12-04-28-1952-PM.png?width=688&height=386&name=image-png-Dec-11-2024-12-04-28-1952-PM.png) - All original reports as well as the new merged report will appear in the report list.  **Tip: **You can archive the original reports if they are no longer required. To learn more about archiving reports, click [here.](https://knowledge.goreport.com/knowledge/web-portal-2.0-deleting-and-archiving-reports?hsLang=en) ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Jun-05-2024-02-13-23-4387-PM.png?width=688&height=382&name=image-png-Jun-05-2024-02-13-23-4387-PM.png) - If a field in the primary report is blank, data from the second report will overwrite the blank fields. (See images below). ![Merged report](https://knowledge.goreport.com/hs-fs/hubfs/Merged%20report.png?width=688&height=431&name=Merged%20report.png) - Select anywhere on the report and select the **Details** icon to edit the report details. ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Jun-05-2024-03-59-17-8648-PM.png?width=688&height=387&name=image-png-Jun-05-2024-03-59-17-8648-PM.png) ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Jun-05-2024-03-59-56-7428-PM.png?width=688&height=381&name=image-png-Jun-05-2024-03-59-56-7428-PM.png) **Cloning Report** Cloning is the process of making a copy of a report, while keeping the original version. You may find this useful if you are surveying a property periodically or if you want information from a previous report to appear in the new report. - Select the report you want to clone and click on the **Clone** icon (as shown below). ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Jun-05-2024-02-57-51-6392-PM.png?width=688&height=383&name=image-png-Jun-05-2024-02-57-51-6392-PM.png) - You can choose to rename the newly cloned report and decide whether to include or exclude Photographs and Notes. ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Dec-11-2024-12-12-41-5191-PM.png?width=688&height=383&name=image-png-Dec-11-2024-12-12-41-5191-PM.png) - Select **Clone Report** to confirm. ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Dec-11-2024-12-11-54-3085-PM.png?width=688&height=397&name=image-png-Dec-11-2024-12-11-54-3085-PM.png) - A notification banner will appear when the Clone has completed. - Select the **Refresh** icon to view the updated reports list. ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Dec-11-2024-12-17-00-9329-PM.png?width=688&height=386&name=image-png-Dec-11-2024-12-17-00-9329-PM.png) - The cloned report is now visible in the reports list. ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Jun-05-2024-03-11-24-0293-PM.png?width=688&height=382&name=image-png-Jun-05-2024-03-11-24-0293-PM.png) - Select anywhere on the report and select the **Details** icon to edit the report details. ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Jun-05-2024-03-11-24-5459-PM.png?width=688&height=372&name=image-png-Jun-05-2024-03-11-24-5459-PM.png) ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Jun-05-2024-03-15-33-6813-PM.png?width=688&height=383&name=image-png-Jun-05-2024-03-15-33-6813-PM.png) - [Digital Transformation](https://knowledge.goreport.com/knowledge/digital-transformation?hsLang=en) - [Getting Started with GoReport](https://knowledge.goreport.com/knowledge/getting-started-with-goreport?hsLang=en) - [GoReport How To](https://knowledge.goreport.com/knowledge/goreport-how-to?hsLang=en#main-content) - [iOS App](https://knowledge.goreport.com/knowledge/goreport-how-to?hsLang=en#ios-app) - [Web Portal](https://knowledge.goreport.com/knowledge/goreport-how-to?hsLang=en#web-portal) - [Web Portal 2.0](https://knowledge.goreport.com/knowledge/goreport-how-to?hsLang=en#web-portal-2-0) - [Android App](https://knowledge.goreport.com/knowledge/goreport-how-to?hsLang=en#android-app) - [Sava Partnership](https://knowledge.goreport.com/knowledge/sava-partnership?hsLang=en) - [The Future of Surveying](https://knowledge.goreport.com/knowledge/the-future-of-surveying?hsLang=en#main-content) - [RICS Young of Surveyor of the Year](https://knowledge.goreport.com/knowledge/the-future-of-surveying?hsLang=en#rics-young-of-surveyor-of-the-year) - [Digital as part of your Surveying career](https://knowledge.goreport.com/knowledge/the-future-of-surveying?hsLang=en#digital-as-part-of-your-surveying-career) - [Industry support in growing your career](https://knowledge.goreport.com/knowledge/the-future-of-surveying?hsLang=en#industry-support-in-growing-your-career) - [Creator](https://knowledge.goreport.com/knowledge/creator?hsLang=en#main-content) - [GoReport Creator Overview](https://knowledge.goreport.com/knowledge/creator?hsLang=en#goreport-creator-overview) - [GoReport Creator - How To](https://knowledge.goreport.com/knowledge/creator?hsLang=en#goreport-creator-how-to) - [GoReport Creator Examples](https://knowledge.goreport.com/knowledge/creator?hsLang=en#goreport-creator-examples) - [GoReport in Action](https://knowledge.goreport.com/knowledge/goreport-in-action?hsLang=en) - [Contact Us](https://knowledge.goreport.com/knowledge/contact-us?hsLang=en) - [Web Portal 2.0](https://knowledge.goreport.com/knowledge/web-portal-2-0?hsLang=en) - New Customer Onboarding - Knowledge base - Support Copyright © 2026, GoReport