How to Clone a Report

Overview

Cloning a report duplicates an existing report's configuration — including fields and milestone structure — so you can repurpose it for new projects without rebuilding from scratch. This is useful when you want the same layout across multiple productions or programmes.

Cloning a Report

1. Go to Main Menu → Reports.
2. Find the report you want to duplicate in the table.
3. Click the Clone button (two squares icon) on the right — or use the pencil Edit icon if you prefer to change the original.
4. Enter a name for the cloned report and confirm.

Configuring the Cloned Report

After naming the clone, you enter edit report options:

1. At the bottom of the project list, add any extra projects you want in the clone.
2. Click Milestones for the first project in the list.
3. Check milestone order down the left-hand side and drag to rearrange if needed.
4. Click Done and Sync — this syncs milestone order across all projects in the report.
5. Remove any projects you do not want in the cloned report.
6. Click Save at the bottom of the page.

If milestones do not appear on all projects, verify each project includes those milestones in project settings. See How to Add Milestones to a Project.

Viewing Your New Report

After saving, click View Report at the top. The clone opens with projects and milestones in the order you configured. You can then edit fields, conditions, or projects as needed.

Next Steps

• How to Create a Report
• How to Add Conditions to Reports
• How to Manage Site Access Using Reports