Enhanced Reporting: Clone a Company Report

Objective

To clone a report using the Enhanced Reporting tool.

Background

Cloning a report allows you to quickly create a new report with the same data from the original report.

Things to Consider

• Required User Permissions:
  • Access to the report as the creator of the report or a viewer (if report is shared with you) with 'Standard' level permissions or higher on the Reports tool.
• Additional Information:
  • You can clone any reports that you have created, as well as any reports that have been shared with you.
  • Once a user clones a report, their cloned copy will only have information that they can see. If you update the source report, it does NOT update the clone. 

Steps

To export a custom report created using Enhanced Reporting, follow the steps below:

1. Navigate to the Reports tool.

   • Use the company-level reports tool for company reports.
   • Use the project-level reports tool for project reports.
2. Locate the desired report in the list under 'My Custom Reports'. Click the vertical ellipsis (⋮) and choose Clone.
   • A banner displays to confirm the report was successfully cloned.
   • You are redirected to the edit page for the cloned report.
3. Optional: Update the cloned report as needed and then click Update Report.