Clone a Company Single Tool Report

Objective

To clone a company single tool 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 report as:
    • Creator. See Create a Company Single Tool Report.
      OR
    • Viewer (if shared) with 'Standard' level permissions or higher on the Company 360 Reporting tool. See Share a Company Single Tool 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 have permission to view. Updates to the source report do NOT update the cloned report. 

Steps

1. Navigate to the Company 360 Reporting tool.
2. Locate the desired report in the list under 'My Reports'. Click the vertical ellipsis (⋮) and choose Clone.
   
   
   
   OR
   Click on the report's name in the My 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.