Duplicate a Report

Create a new report by duplicating an existing report to inherit the settings from that original report. You can then make any adjustments to the new report as needed. You can duplicate a report from the owning workspace or the child workspace.

To duplicate a report:

  1. In the object selector, select Workspace, Project, Portfolio, or Program, and then select an object name from the list.
  2. From the Main Menu, select Reports, and then select Report List.
  3. On the Report List page, in the table, select a report, select the Context menu for the report, and then select Duplicate.
  4. Configure the new report, and select Save.

    Notes:

    • You must have the necessary security privilege to duplicate a report created by another user.
    • To duplicate a report from a child workspace, you must have the Workspace Report Edit privilege in the Report permission set for the workspace.
    • BI Publisher-based layouts cannot be copied to duplicate reports. You must manually create new BI Publisher-based layouts for duplicate reports.