Skip to content

Commit 7713b01

Browse files
Update Duplicate a Report docs to cover bulk duplication
The bulk duplicate report feature (E/A#87728) adds the ability to select multiple reports from the Reports search page and duplicate them all at once. This updates the help article to document the new bulk workflow, adds web/mobile instructions, and corrects the FAQ which previously stated bulk duplication was not possible. Co-authored-by: Krishna <Krishna2323@users.noreply.github.com>
1 parent 7e86ce4 commit 7713b01

1 file changed

Lines changed: 34 additions & 7 deletions

File tree

docs/articles/new-expensify/reports-and-expenses/Duplicate-a-Report.md

Lines changed: 34 additions & 7 deletions
Original file line numberDiff line numberDiff line change
@@ -1,15 +1,15 @@
11
---
22
title: Duplicate a Report
3-
description: Learn how to create a copy of an existing report and its expenses in Expensify using Duplicate report.
4-
keywords: [New Expensify, duplicate report, copy report, create copy of report, duplicate expenses]
5-
internalScope: Audience is all members. Covers how to duplicate an entire report and its non-card expenses. Does not cover duplicating individual expenses or duplicate detection.
3+
description: Learn how to create a copy of one or more existing reports and their expenses in Expensify using Duplicate report.
4+
keywords: [New Expensify, duplicate report, copy report, create copy of report, duplicate expenses, bulk duplicate, duplicate multiple reports]
5+
internalScope: Audience is all members. Covers how to duplicate a single report and how to bulk-duplicate multiple reports from the Reports search page. Does not cover duplicating individual expenses or duplicate detection.
66
---
77

88
# Duplicate a Report
99

10-
You can create a copy of an existing report and all of its non-card expenses using **Duplicate report**. This creates a new report with copies of all non-card expenses from the original, including each expense's merchant, amount, category, tags, and tax. Expense dates are set to today and receipt images are not copied.
10+
You can create a copy of one or more existing reports and all of their non-card expenses using **Duplicate report**. This creates new reports with copies of all non-card expenses from the originals, including each expense's merchant, amount, category, tags, and tax. Expense dates are set to today and receipt images are not copied.
1111

12-
This is useful when you need to recreate a similar set of expenses such as recurring monthly reports.
12+
This is useful when you need to recreate a similar set of expenses such as recurring monthly reports. You can duplicate a single report or select multiple reports and duplicate them all at once.
1313

1414
If you only need to duplicate specific expenses, [learn how to duplicate an expense](/articles/new-expensify/reports-and-expenses/How-to-Duplicate-an-Expense).
1515

@@ -21,7 +21,7 @@ Any member who created a report can duplicate it. **Duplicate report** is availa
2121

2222
---
2323

24-
## How to duplicate a report
24+
## How to duplicate a single report
2525

2626
1. In the navigation tabs (on the left on web, and on the bottom on mobile), go to **Spend** > **Reports**.
2727
2. Locate the report you want to duplicate.
@@ -35,6 +35,33 @@ A new report is created and you are taken to it automatically.
3535

3636
---
3737

38+
## How to duplicate multiple reports at once
39+
40+
You can select multiple reports and duplicate them all in one action from the Reports search page.
41+
42+
**On web:**
43+
44+
1. In the navigation tabs on the left, click **Spend** > **Reports**.
45+
2. Select two or more expense reports that you submitted.
46+
3. Click **Selected**, then **Duplicate report**.
47+
48+
**On mobile:**
49+
50+
1. In the navigation tabs on the bottom, tap **Spend** > **Reports**.
51+
2. Long-press a report, then tap **Select** to enter selection mode.
52+
3. Select two or more expense reports that you submitted.
53+
4. Tap **Selected**, then **Duplicate report**.
54+
55+
Each selected report is duplicated individually. The same rules apply as for single duplication — only reports you created can be duplicated.
56+
57+
<!-- SCREENSHOT:
58+
Suggestion: Show the bulk actions dropdown with the "Duplicate report" option visible after selecting multiple reports on the Reports search page.
59+
Location: After step 3 (web).
60+
Purpose: Helps the user identify the bulk duplicate option in the dropdown.
61+
-->
62+
63+
---
64+
3865
## What happens after you duplicate a report
3966

4067
A new report is created with the name **"Copy of [Original report name]"**.
@@ -63,7 +90,7 @@ The following details are **not** copied:
6390

6491
## Can I duplicate multiple reports at once?
6592

66-
No. Reports must be duplicated one at a time.
93+
Yes. On the Reports search page, select two or more reports that you submitted, click **Selected**, then choose **Duplicate report**. A duplicate is created for each selected report.
6794

6895
## Are card expenses included in the duplicate?
6996

0 commit comments

Comments
 (0)