Copy a report

  • Release version: Australia
  • Updated April 17, 2026
  • 1 minute to read

    • Users who cannot create their own global reports can modify a global report, and then save a personal version of the report.

    Before you begin

    Role required: itil, report_user, report_group, report_global, report_admin, or admin. On upgraded instances, other users may have the right to copy a report using these instructions based on access control. To create Core UI reports in the Australia release, the system property com.snc.par.coreui.report_create.enabled must be set to true.

    About this task

    If you save a global report as a group or personal report, the platform copies the report. The security state of the report is not changed.

    Note:
    • If you open a personal report and save it as a group or global report, only the security state is changed. The report itself is not copied.
    • When you select Insert and Stay to copy a report, sharing settings are not copied to the new report.
    This topic refers to Reporting in the Core UI. If your instance is a new Australia instance or migrated to Platform Analytics experience, see Duplicate a visualization in the Visualization Designer.

    Procedure

    1. Navigate to sys_report.list.
    2. Select the report you want to copy.
    3. On the report's form, select View Report.
    4. Select the arrow next to the Save button or next to the Share icon (Share icon).
      If you have permission to change the report, you see the Save button. You only see the arrow if you don't have permission to change the original report.
    5. Select Insert and Stay.
      With the Save button Without the Save button
      Save menu with Insert and Stay selected. Arrow menu with Insert and Stay selected.
      The Insert and Stay action creates a copy of the report that you can modify.
    6. Modify the report.
      See Report types.
    7. Optional: Change the report visibility.
      In the upper right side of the report form, click the Sharing icon () and select Share.