Clone a Custom Company Report

Objective

To copy a custom report so you do not have to duplicate it manually. Cloning a report enables you to quickly create a new report that is pre-populated with the results and visualization from the original report. 

Things to Consider

• Required User Permissions:
  • 'Admin' level permission on the company's Report tool
    OR
  • The report must be shared with you. 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 Reports tool.
2. 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, 
3. Update your new copy of the report as wanted.
4. Click Update Report.