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New Idea

Reports - duplicate and edit

Related products:Staircase AI
  • April 23, 2026
  • 1 reply
  • 13 views

For the Staircase AI Executive Dashboard there is an option to duplicate and then edit and save as your own.   I don't see this option in Saved Reports. You have to set each report individually. I don't see a way to copy and edit something already set up which would save so much time. For example, if I am a team leader setting up a report specific to certain individuals I have to go in and create a new report for each team member. There is no way to copy or duplicate a current report and edit then resave that I see.  Is this available to update as a feature on a futre enhancement?

1 reply

bradybluhm
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  • Gainsight Employee ⭐️⭐️
  • April 29, 2026

Adding the feature request on this. I have felt the same pain in the past.