You've probably built the same chart more than once. You get a feedback trend or a tuned AI summary looking right in one report, and then you need it in the next one. Until now, that meant rebuilding it by hand and squinting at the original to make sure they match. Starting today, you can pull a finished element in from another report, or duplicate one right where it sits, and spend your time on the parts that are actually new.
Clone Report Elements Instead of Rebuilding Them
Report elements take real work to get right. You pick the data, build the filter, choose the style, and maybe write an AI prompt worth keeping. Once you've done all that, you shouldn't have to do it twice. Report element cloning gives you two ways to reuse what you've already built.
Clone from another report. When you create a new report element, look for Clone from another report at the top of the element editor. Pick a Source report, then pick the Element to clone, and click Clone this element. The element's whole configuration loads into the editor: its data, its view, its own filter, its style, and any AI prompt settings. Nothing is saved yet. Review it, rename it if you like, and submit it when it looks right. If you back out, the report you're building stays exactly as it was.
Duplicate in place. Want a few variations of the same chart in one report? Hover any element on the Modify this report page and click the clone control next to remove. A copy drops in directly below the original, and everything beneath it moves down one spot. The copy keeps the original's name exactly. We didn't add "(2)" or "Copy of" to the name, because those labels pile up fast once you've made a few copies. Rename it whatever makes sense.
Either way, the copy is its own element from then on. Change it, move it, or remove it, and the original doesn't notice.
A few things to know before you start cloning:
- Same level and same kind. Project reports clone from other reports in the same project, and community reports clone from other community reports. Standard reports clone from standard reports, and API reports from API reports. Cloning between projects isn't supported.
- Only reports you can edit. The source list shows active reports you could already open and modify. If a report isn't in the list, it's archived, the wrong kind, or one you don't have edit access to.
- Report-level filters win. If the report you're cloning into has a report-level filter for that kind of data, the copy uses it. A filter that belonged to the source report's report-level setup stays behind.
- Copies start empty. A cloned element arrives fully configured but shows no data until the report next runs. Refresh the report and your results show up.
- Save before you duplicate. Duplicating reloads the Modify this report page, and any unsaved changes on it, like a half-typed report title, are lost.
- AI elements need AI. Cloning an AI response element requires an active AI data analysis license.
- API access isn't copied. A cloned data package or record lookup element gets its own key and doesn't inherit the original's API access. Grant access to the copy before an outside system can reach it.
For the full walkthrough, see our Guide to cloning report elements.
See it in action:
One catch worth knowing: it has to be a single send to that one person. The bulk email button at the bottom of the pool, the one that goes to everyone matching your filter, does not restart anyone's allowance, because it doesn't record who it reached individually. Sending from the pool never uses up a candidate's own allowance either, so you can send as freely as you like. It can only help them.
The Project Home has always rendered its sections in a fixed sequence we chose. That worked fine until it didn't. A hardware program that ships units wants Activities up top to drive completion. A research team wants Feedback first, because collecting it is the whole point. A project that briefs participants before anything else wants Content leading. One order was never going to serve all three.
One saved order applies to everyone in the project, and the same order drives desktop and mobile. Each participant still sees only the sections they're entitled to, arranged the way you set them. Sections with nothing in them keep hiding themselves exactly as they do today, and they hold their configured position for whenever they do have content. You'll never end up with an empty placeholder just because you moved something.
Product Verification isn't one of the reorderable sections. It's pinned, and as of this release it's pinned to the top of Project Home rather than sitting below Feedback. If your project uses Product Verification, this is the one thing that looks different on release day without anyone touching a setting. If your project doesn't use it, nothing moves.
Each connection stores an instance name, a base URL, an authentication scheme (basic with a username and API token, or bearer with a personal access token), and the credentials themselves, encrypted at rest. You can set up as many instances as you need, so an engineering Jira and a support Jira can happily coexist.
Every connection card has a Test button. Select it and we call Jira, then show you the list of Jira projects those credentials can actually reach, 30 at a time. It's a quick confirmation rather than a project browser, and it catches the situation that generates the most support tickets today: a token that authenticates perfectly well but lacks the access the sync needs downstream. A successful test shows a green Connected badge. A failure shows a red Connection unsuccessful with the reason in plain language, like Token expired or Could not reach Jira at this URL. Save credentials without testing them and the card sits at Untested until you do.
In a project, the authentication fields on the Jira external destination are replaced by a Connection source drop-down. It lists your community's connections alphabetically, with Project-specific connection at the bottom. Choose a community connection and the instance details display read-only, so you go straight to the JSON mapping without hunting down a token. For a one-off integration, like a contractor's Jira account, choose Project-specific connection and enter the base URL, authentication scheme, and credentials the way you do today.
Switching between the two is safe in both directions. When you move a project from its own credentials to a community connection, the original credentials stay put behind the scenes, obfuscated. If that community connection later disappears, flip back to Project-specific connection and everything you entered is still there waiting.
The old inline drop-down for inserting dynamic tags into the JSON editor is retired. The dynamic tag button now opens the same search modal you already use elsewhere in the platform. Park your cursor in the JSON, open the modal, add the tags you need, close it, then move them where they belong.
Required on Duplicate closes that gap. You can now flag specific form elements as required on duplicate, so that when a participant claims an existing issue, they're prompted to fill in just those fields before the duplicate is recorded. A focused popup appears with only the fields you've marked, nothing else, so it stays quick for the participant while capturing what your team actually needs to triage.
That captured context travels with the duplicate. Each "me too" now creates a real duplicate submission, linked to the original, with the participant's data attached. From there it flows into your comparison view, reporting, and exports, the same as any other feedback. You're triaging from what people actually reported, not from a count and a guess.