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Your workspace arrives with a few ready-made reports. They are a starting point: duplicate one, change the copy, and the original stays as it was.

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What you get

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Duplicate to edit

A preset is meant to stay as Begin shipped it, so the edit action on one reads Duplicate to edit. Choosing it creates your own copy, and you edit that.
1

Open the preset

Open the report you want to start from.
2

Choose Duplicate

Use Duplicate in the report menu. Begin confirms with View duplicated.
3

Rename it

Use Rename to give the copy a name your team will recognise — “Payroll — monthly”, not “Hours by member (copy)”.
4

Change it freely

Adjust the source, columns, grouping and range. Nothing you do here touches the original.
Editing a copy does not change the original, and it does not change anyone else’s copy.

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Reset one you changed

If a report has drifted from the one Begin ships, put it back with Reset to default. Begin asks first:
Restore “Hours by member” to the report Begin ships with? Your changes to it are lost.
Reset is not undo. Your configuration for that report is gone once you confirm. If you might want it back, duplicate the report first, then reset the original.

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Build a report instead

Presets do not cover payroll month-end, because the columns a payroll manager needs depend on your contracts and overtime policies. Build that one yourself once, share it, and reuse it every month — see Building a report.
Reports from Begin 1.0 do not migrate. If you are moving from the earlier product, plan to rebuild the two or three reports you actually run, rather than all of them.

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Sharing a copy

A duplicate starts Private. Open Share to give Can view or Can edit to the people and roles who need it. Sharing the report shares its configuration, not a snapshot — everyone sees current data, scoped to what their own permissions allow them to see.

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Next

Building a report

Sources, columns, grouping and range.

Downloading a report

CSV and decimal hours.

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Still need help?

Contact support

Email the Begin team and we’ll get back to you.

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