Community Feedback

We love to hear your feedback. Your suggestions and ideas are important to us. Our feedback forum is a great place to post your ideas and vote on others. Please share your detailed use case and how the proposed enhancements can increase value to your business. We do read all of your posts, but may not be able to respond to all comments.

More information on the status of submitted ideas can be found here

Add a new idea Subscribe
Status New idea
Categories Recruitment
Created by Hanna Carbaugh
Created on Jan 31, 2022

RELATED IDEAS

Add the ability to copy a report in enhanced report

Add a function to be able to copy a report

What is the business process you are trying to achieve?

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

  • Attach files
  • 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.