How To: Share and Duplicate Reports

Envisio's report builder allows easy sharing and duplication of reports, to enable users to easily share information and customize reports, where needed.

As a report owner (the person who creates the report), you can share with colleagues or other Envisio users, allowing them to view the report itself, along with its settings, and duplicate it for their own use. Duplicating a report will create a new version of the report, owned by the sharee, who can then make whatever customizations or updates are needed to suit their needs.

Share Report

To share an existing report, open the report you'd like to share and click the Share Report button to the right of the report name and owner, at the top of the report.

This will populate a drop-down menu listing all Envisio employee users in your organization, including a search feature to search by Name, Title, or Department. Once you've selected the users you'd like to share your report to, click Apply at the bottom of the drop-down menu. Your report is now shared!

If you need to share your report with people who do not exist as an employee with an Envisio user account (i.e. they do not appear in this list), you will need to schedule the report for delivery via email.

As the sharee of a report (the person the report has been shared to), you will not be able to make any edits to the report itself. Instead, you will need to duplicate the report, then make changes on your duplicated version.

Duplicate a Shared Report

Once a report has been shared with you, you may wish to duplicate it and make changes. This allows you to customize the report settings to meet your needs, while leaving the original report as-is. 

To duplicate any report:

1. Click the three dots button at the top right corner of the report editor, and choose Duplicate.
   
   
   
2. You'll be asked to provide a name for the new report. If the original report was scheduled, you'll be asked if you'd like to include the schedule, as well. To learn more about scheduling reports, click here.
   
   
   
3. Click confirm to create the report, and you'll be offered the opportunity to be taken directly to the new report, where you will be listed as the owner, and can configure the new report to your liking.