Duplicate a Report

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.

This is useful when you need to recreate a similar set of expenses such as recurring monthly reports.

If you only need to duplicate specific expenses, learn how to duplicate an expense.

Who can duplicate a report

Any member who created a report can duplicate it. Duplicate report is available for reports in any status, including Draft, Processing, Approved, Done, and Paid.

How to duplicate a report

1. In the navigation tabs (on the left on web, and on the bottom on mobile), go to Reports > Reports.
2. Locate the report you want to duplicate.
3. Click the report to open it.
4. Select More.
5. Choose Duplicate report.

A new report is created and you are taken to it automatically.

Note: You can only duplicate reports that you created. You can’t duplicate other members’ reports.

What happens after you duplicate a report

A new report is created with the name “Copy of [Original report name]”.

• If you still have access to the Workspace the original report is on, the new report is created on that workspace.
• If you no longer have access to that Workspace, the new report is created on your primary Workspace.

Each non-card expense on the original report is copied to the new report with the following details:

• Merchant
• Amount and currency
• Category
• Tags
• Tax

The following details are not copied:

• Date is set to today instead of the original date
• Receipt images are not included on the duplicate expenses
• Card expenses (company cards and Expensify Cards) are not copied
• Per diem and distance expenses are not copied when the new report is created in a different Workspace than the original

FAQ

Can I duplicate multiple reports at once?

No. Reports must be duplicated one at a time.

Are card expenses included in the duplicate?

No. Only non-card expenses are copied. Expenses from company cards or Expensify Cards are skipped.

Does the duplicate include receipt images?

No. Receipt images are not copied to the duplicate expenses. You will need to attach new receipts if required.

Why is the Duplicate report option not showing in the More menu?

Duplicate report only appears on reports that you created. If you are viewing someone else’s report, you will not see this option.