Clone a Custom Project Report
Objective
To clone a custom project report.
Background
Cloning a report allows you to quickly create a new report with the same data and visualizations from the original report.
Things to Consider
- Required User Permissions:
- Access to the custom report as:
- Creator. See Create a Custom Project Report.
OR - Viewer (if shared) with 'Standard' level permissions or higher on the Company level Reports tool. See Share a Custom Project Report.
- Creator. See Create a Custom Project Report.
- Access to the custom report as:
- 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
- Navigate to the Reports tool.
- Close the report as follows:
- Locate the desired report in the list. Click the vertical ellipsis (⋮) and choose Clone.
OR - Click the desired report in the My Custom Reports list to open it. Then click Clone.
The Cloning successful banner appears,
- Locate the desired report in the list. Click the vertical ellipsis (⋮) and choose Clone.
- Update your new copy of the report as wanted.
- Click Update Report.