Clone a Company Single Tool Report

Cloning is the fastest way to create a new report using an existing one as a starting point. This action creates an independent copy with the same structure and visualizations, which you can then edit for your specific needs without altering the original.

• Required User Permissions:
  To copy a report, you'll need one (1) of the following:

  • Be the Creator of the report.

  • 'Standard' level permissions or higher on the Company 360 Reporting tool for a report that has been shared with you.

• 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. In your My Reports list, find the report you wish to copy.

3. Choose one of the following methods to create the copy:

   • From the open report: Click the report's name to open it, then click the Make a Copy button.
     

     

   • From the list: Click the vertical ellipsis (⋮) next to the report's name and select Make a Copy.
     

     

4. A confirmation banner will appear, and you will be taken to the edit page for the new report.

5. Optional: Make any desired changes and click Update Report to save.