Clone a Custom Company Report

Objective

To clone a custom company 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 Company Report.
      OR
    • Viewer (if shared) with 'Standard' level permissions or higher on the Company level Reports tool. See Share a Custom Company Report.
• 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

1. Navigate to the Company level Reports tool.
2. Locate the desired report in the list under 'My Custom Reports'. Click the vertical ellipsis (⋮) and choose Clone.
   
   
   
   OR
   Click on the report's name in the My Custom Reports list to open it and then click 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.