DocumentationWorkfrontWorkfront Guide

Create a copy of a report

Last update: Tue Nov 19 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can create a copy of any report that you have access to. You can either create an exact copy of a custom report or you can save a new version of a default report. After you copy a report, you become the owner of the copied report and it displays in the My Reports section.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header
Adobe Workfront plan* Any
Adobe Workfront license*

New:

  • Standard

Current:

  • Plan
Access level configurations*

Edit access to Reports, Dashboards, Calendars

Edit access to Filters, Views, Groupings
Object permissions* View permissions to a report

*For information, see Access requirements in Workfront documentation.

Create an exact copy of a report

If you want to make a copy of a custom report, do the following:

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Reports.

  2. Click All Reports, then open a report.

  3. Click Report Actions, then Copy.

    note tip
    TIP
    If the report is a default report, the Copy option does not appear in the Report Actions menu.
    For information on how to create a copy of a default report, see Create a new version of a report.

    Copy report

    A copy of the original report is created with the default name of [Name of the original report] (Copy). For example, a copy of the report “Q4 Completed Tasks” would be named “Q4 Completed Tasks (Copy)”.

  4. (Optional) To rename the report, click Report Actions then Edit. Type a new name in the text box in the top left corner, then click Save + Close when finished.

  5. (Optional) To share the new version of the report with other users, click Report Actions, then Sharing.

    note note
    NOTE
    The sharing information does not transfer to the copied report from the original version.
    For information on how to see who the previous report was shared with, see Create a report on reporting activities.

  6. (Optional) If you have Manage permissions to the original report and the original report is no longer needed, you can delete it to remove unnecessary duplicated reports in Workfront.

    To delete the original report, do the following:

    1. Navigate to the report.

    2. Click Report Actions, then Delete.

    3. Click Yes, Delete it to confirm that you want to delete the report.

Create a new version of a report create-a-new-version-of-a-report

If you want to create a copy of a default report, do the following:

  1. Click the Main Menu icon in the upper-right corner of Adobe Workfront.

  2. Click Reports, then All Reports.

  3. Click the name of a default report to open it.

  4. Click Report Actions, then Edit.

    Edit report

  5. Make any modifications you need to in the following tabs of the report:

  6. In the upper-right corner, click Report Settings.

  7. In the Report Title field, give the report a new name.

  8. Click Done.

  9. Click Save as New Report.

  10. (Optional) To share the new version of the report with other users, click Report Actions, then Sharing.

recommendation-more-help
5f00cc6b-2202-40d6-bcd0-3ee0c2316b43