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Support Article

Cannot customize report shortcut menu



There is a requirement to change the behavior of the copy function on the reporting screen to create an actual copy of a report and not just another shortcut. The current behavior of copying the shortcut is misleading. Unable to change the behavior locally as all the rules are final.

Error Messages

Not Applicable

Steps to Reproduce

  1. Open the reports browser.
  2. Click the gear icon next to a report short cut.
  3. Select copy from the menu.

Root Cause

This is the expected behaviour as documented in the Help File : -

"Click the gear icon in the row of the report shortcut to do other operations. Depending on your privileges, the options might include:
  • Edit: Edit the report title or description.
  • Move: Move the report shortcut to a different category.
  • Copy: Copy the report shortcut to a different category.
  • Delete: Delete the report shortcut. If you delete a shortcut, and there is no other active shortcut for the associated report definition, the action deletes the report definition as well as its shortcut.
  • Schedule: Schedule the report to run on a one-time or recurring basis. You can also use this option to subscribe to a scheduled report and enable other users to subscribe to it.
  • Subscribe: Receive email notifications with attached report results each time the report runs.
  • Unsubscribe: Stop receiving email notifications when the report runs."


An alternative approach is to create a pyCaption field value in the Report-Shortcut class to change the "Copy" label to "Copy Shortcut".

Published October 12, 2015 - Updated October 8, 2020

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