Copy a Company Single Tool Report

Copying a report is the fastest way to use an existing report's layout and data as a template for a new one. This is ideal when you need to create a slightly different version for a new audience, experiment with filters without altering the original, or modify a report that has been shared with you.

Keep in mind that a copied report is a completely independent snapshot; any future changes to the original report will NOT be reflected in the copy.

• Required User Permissions:

  • Access to the report as:

    • Creator. See Create a Company Single Tool Report.
      OR

    • Viewer (if shared) with 'Standard' level permissions or higher on the Project 360 Reporting tool.

• Additional Information:

  • Data Visibility: A new copy will only show data that you have permission to view.

  • Independent Reports: The copy is a standalone snapshot. It will not update if changes are made to the original report.
    

1. Navigate to the Company 360 Reporting tool.

2. Choose an option to make a copy:

   • Locate the desired report in the list under My Reports. Next, click the vertical ellipsis (⋮) and choose Make a Copy.

     

   • Click the report's name in the My Reports list to open it. Next, click the vertical ellipsis (⋮) and choose Make a Copy.

     

     Procore creates a copy of the report and appends '-Copy' to the report name.

3. Click Save.
   A banner appears to confirm the copy is saved.

4. Optional: Click Edit and modify the copy as needed.