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Status New idea
Categories Recruitment
Created by Hanna Carbaugh
Created on Jan 31, 2022

Add the ability to copy a report in enhanced report

Add a function to be able to copy a report

What business value are you trying to achieve?

Ability to copy reports to individualize them for each person rather than have to start new each time.

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  • Jennifer Benson
    Reply
    |
    Feb 15, 2022

    You can do this but they do not use the word "copy" in enhanced.

    • Open the report you want to copy

    • Click on the gear icon

    • Hover your mouse over "Save"

    • Click "Save as"

    • Enter the new title and click "Save & View Look"

    I have done this with a few different reports.

    I have also found it easier to build a report with a large data pool and then schedule reports with smaller information broken out. This will work best if it is data you need to prepare for leadership. I schedule it to come to me once a year and then send "tests" when I need the data.