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johje69
Contributor ⭐️⭐️
April 23, 2026
New Idea

Reports - duplicate and edit

Related products:Staircase AI
  • April 23, 2026
  • 2 replies
  • 34 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?

      2 replies

      bradybluhm
      bradybluhm
      Gainsight Employee ⭐️⭐️
      April 29, 2026

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

      AI on my mind!
        bradley
        bradley
        Expert ⭐️
        September 10, 2026

        Would love to see this as well. I’ve had multiple users already making reports and self-serving which is great, but not all are super savvy on how to do it (it’s a bit of a learning curve) and it’s still a challenge to reverse engineer an existing report. Much easier to copy and modify one for your needs.

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