To create your analytical report, clone the report from the previous month. This will allow you to keep all widgets, KPIs and descriptive text from the previous month. Here's how to do it:
1. Search for the customer using the search field.
2. Select the report you want to copy.
3. Click the three dots in the report's menu bar.
4. Click "Copy the report"
5. Once the report is copied, click on the title to rename it. Simply add the month and year to the report.
6. Done! You're now ready to begin.