Consider the following:

  • Is there an existing report that meets most of your needs? Would you like to copy the layout of an existing report? If so, you may want to clone a report and modify its contents, rather than starting from scratch.

Creating a Report:

Option 1: Cloning an existing report

Cloning an existing report can save you time if there is already a report with the same data source and/or a format similar to the one you want to build. Note that by default, copying a report will result in all filters, content and settings being copied to the new report, except for the sharing settings.

  • Go to your Reports page in KickUp 
  • Find the report you'd like to copy, and click "Manage - Copy Report" Note: If you do not see this option, you may not have Manage Reports permissions assigned to your KickUp account. Please reach out to your Client Success Manager or to "support@kickup.co" for assistance in getting permission to Manage Reports.

To continue, give your report a name and click continue. Consider naming conventions in alignment with your other reports, so that it's easy to find and alphabetically sort your reports. 


Option 2
: Create a New Report from Scratch by clicking "Create a Report" from your KickUp homepage.

To continue, give your report a name and click continue. Consider naming conventions in alignment with your other reports, so that it's easy to find and alphabetically sort your reports. 

What's next? 

Learn about the steps that follow report creation below: 

  1. Creating a Report
  2. Selecting Data Sources 
  3. Filtering Data
  4. Configuring Report Content
  5. Anonymizing Reports
  6. Sharing Reports 

Did this answer your question?