Copy a report

Copying a report enables users who cannot create their own global reports to modify a global report, and then save a personal version of the report.

Before you begin

Role required: itil, 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 rather than changing its security state.

Note: If you open a personal report and try to save it as a group or global report, security state is changed rather than copying the report.

Procedure

  1. Navigate to Reports > View / Run.
  2. Click the arrow next to Save.
  3. Select Insert and Stay.Save menu insert and stay
    Creates a copy of the report that you can modify.
  4. Modify the report. See Report Designer – Report types and creation details.
  5. (Optional) Change the report visibility. In the upper right side of the report form, click the Sharing icon (reference sharing icon) and select Share. See Share a report – Report Designer.