Clone a Project Single Tool Report

Objective

To clone a custom project 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 Project Single Tool Report.
      OR
    • Viewer (if shared) with 'Standard' level permissions or higher on the Project 360 Reporting tool.
• 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 Project 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.

See Also

• Create a Project Single Tool Report