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Procore

Enhanced Reporting: Clone a Report

Objective

To clone a report using the Enhanced Reporting tool.

Background

Cloning a report allows you to quickly create a new report with the same data from the original report.

Things to Consider

  • Required User Permissions:
    • Access to the report as the creator of the report or a viewer (if report is shared with you) with 'Standard' level permissions or higher on the Reports 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

To export a custom report created using Enhanced Reporting, follow the steps below:

  1. Navigate to the Reports tool.

    • Use the company-level reports tool for company reports.
    • Use the project-level reports tool for project reports.
  2. Locate the desired report in the list under 'My Custom Reports'. Click the vertical ellipsis (⋮) and choose 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.