Duplicate, export, or delete a report

You can duplicate a report, create a copy of a report owned by another user, export a report to Powerpoint, or delete it. In each case, you use the Export ▼ menu in the top right corner of the report. You’ll need to be a report owner to perform these actions.

Duplicate a report

You can duplicate a report along with its data permissions and shared users if you want to create an exact copy to customize further.  

To duplicate a report:

1. From the left sidebar, select Reports.
2. On the Reports page, select the report to duplicate.  
3. From the Export ▼ menu in the top right corner of the report, select Duplicate.
4. Select Duplicate. A copy of the report is created.

Duplicate a report to a new owner

You can duplicate a report to a new owner, as long as you have ChartHop Org owner or Technical owner permissions. Learn more. One example of when you may want to do this is if the previous owner has left your org.



To duplicate a report with a new owner:

1. From the left sidebar, select Reports.
2. On the Reports page, select the report to clone.
3. From the Export ▼ menu in the top right corner of the report, select Duplicate with new owner.
4. In the dialog that appears, search for the new owner to assign.
5. Select Duplicate. A copy of the report is assigned to the new owner.

Export a report

You can export a report as a Powerpoint file. When you export a report, each section is displayed on a separate slide.

To export a report:

1. From the left sidebar, select Reports.
2. On the Reports page, select the report to export.
3. In the top right corner of the report, select Export.
4. In the dialog that appears, select Download. A Powerpoint file is downloaded to your computer.

Delete a report

If you’re the owner of a report, you can delete it from ChartHop. This action cannot be undone.

To delete a report:

1. From the left sidebar, select Reports.
2. On the Reports page, select the report to delete.
3. From the Export ▼ menu in the top right corner, select Delete.
4. In the dialog that appears, type DELETE.
5. Select the Delete button. The report is deleted from ChartHop.