Copy a Core UI report

task australia Updated Sep 10, 2026 2 min read copy-report.md
Raw file servicenow.com

Users who cannot create their own global reports can modify a global report, and then save a personal version of the report.

Before you begin

Role required: itil, report_user, report_group, report_global, report_admin, or admin. On upgraded instances, other users may have the right to copy a report using these instructions based on access control. To create Core UI reports in the Brazil release, the system property com.snc.par.coreui.report_create.enabled must be set to true.

About this task

If you save a global report as a group or personal report, the platform copies the report. The security state of the report is not changed.

Note:

  • If you open a personal report and save it as a group or global report, only the security state is changed. The report itself is not copied.
  • When you select Insert and Stay to copy a report, sharing settings aren't copied to the new report.

This topic refers to Reporting in the Core UI. If your instance is a new Brazil instance or migrated to Platform Analytics experience, see Duplicate a visualization in the Visualization Designer.

Procedure

  1. Navigate to sys_report.list.

  2. Select the report you want to copy.

  3. On the report's form, select View Report.

  4. Select the arrow next to the Save button or next to the Share icon ([Omitted image "icon-share-db.png"] Alt text: Share icon).

    If you have permission to change the report, you see the Save button. You only see the arrow if you don't have permission to change the original report.

  5. Select Insert and Stay.

    With the Save button Without the Save button
    [Omitted image "copy-report-with-save-button.png"] Alt text: Save menu with Insert and Stay selected. [Omitted image "copy-report-without-save-button.png"] Alt text: Arrow menu with Insert and Stay selected.

    The Insert and Stay action creates a copy of the report that you can modify.

  6. Modify the report.

    See Core UI Report types.

  7. Change the report visibility.

    In the upper right side of the report form, select the Sharing icon ([Omitted image "square-share-outline-24.svg"]) and select Share.

Parent Topic:Using Core UI reporting

Related topics

Share a Core UI report

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