Overview
You can now duplicate a Pipe Report directly in the platform. The copy comes with all the rules, filters, and formatting from the original report already applied, ready for whatever adjustments you need to make.
What's new?
- One-click duplication: clone an existing report and create a new one with the same rules, filters, and formatting already set up. From there, just make the specific tweaks you want.
How does this help?
- No building from scratch: when you need a report similar to one that already exists, you start from the copy instead of setting everything up again.
- Complex structures replicated instantly: reports with many rules and filters are recreated right away, with no manual reconfiguration.
- Less time on repetitive setup: your effort goes into fine-tuning the new report, not rebuilding the base.
Use cases
1. Reports by period.
You keep a monthly report of completed cards with a specific set of filters and columns. To generate next month's version, you duplicate the current report and adjust only the date range, keeping the entire grouping and formatting structure intact.
2. Reports by team or assignee.
You have a detailed performance report for one team, with filters by phase, due date, and assignee. To replicate the same tracking for another team, you duplicate the report and swap only the assignee filter, without rebuilding all the column and sorting logic.
3. Variations of the same base report.
You built a robust SLA tracking report and need different cuts of it: one with only overdue cards, another with only high-priority cards. You duplicate the base report for each cut and adjust a single filter in each copy.
4. Standardization across similar pipes.
You structured a reference report with the columns and rules your operation uses as a standard. When you open a new pipe with a similar structure, you duplicate that report as a starting point and adapt it to the new context, ensuring format consistency across processes.
Most relevant for
- Pipe Admins
- Operations teams
- Builders
- Managers who track indicators through reports
