Copy a report

  • Release version: Zurich
  • Updated July 31, 2025
  • 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.

    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 Zurich instance or migrated to Platform Analytics experience, see Duplicate a visualization in the Visualization Designer.

    Procedure

    1. Navigate to All > Reports > View / Run.
      On instances with Unified Analytics enabled, and on new Zurich instances, both Core UI reports and Platform Analytics experience data visualizations are found in the Platform Analytics library. Navigate to All > Platform Analytics > Library > Data Visualizations and select New. For more information, see Differences between Core UI and Platform Analytics dashboards.
    2. Select the report you want to copy.
    3. 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.
    4. 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.
    5. Modify the report.
      See Report types.
    6. Optional: Change the report visibility.
      In the upper right side of the report form, click the Sharing icon () and select Share.