Clone Scheduled Report workflow
Dashboards
What's New?
We’ve introduced a Clone feature for Scheduled Reports, allowing you to duplicate existing reports instantly with all details automatically populated.
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Schedule Reports users can access the Clone button directly within the report editing workflow.
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Admin users can clone any report via the three-dot menu on the Scheduled Reports Admin page.
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When you clone a report, you become the owner of the new version, regardless of who created the original.
If you have unsaved changes, the Clone button will be disabled. Simply save your work to re-activate the button.
Why Does It Matter?
This update eliminates the need to manually recreate complex configurations, making it quicker and easier to manage scheduled reports at scale. It simplifies replicating report structures across departments and offers a seamless fix for failed reports, as Admins can now instantly clone the configuration to resume delivery under a new owner.
How Do I Enable It?
Available by default.