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Copy a Project Single Tool Report

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Objective

To clone or copy a custom project report.

Background

Making a copy of 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:
  • Additional Information:
    • You can copy reports that you have created, as well as any reports that have been shared with you.
    • Once a user copies a report, their copy only has information that they can see. If you update the source report, it does NOT update the copied one. 

Steps

  1. Navigate to the Project 360 Reporting tool.
  2. Locate the desired report in the list under 'My Reports'. Click the vertical ellipsis (⋮) and choose Make a Copy.

    custom-report-options-menu.png

    OR
    Click the report's name in the My Reports list to open it and then click Make a Copy.

    A banner displays to confirm the report was successfully copied.
    You are redirected to the edit page for the copied report.
  3. Optional: Update the copied report as needed and then click Update Report.