> ## Documentation Index
> Fetch the complete documentation index at: https://docs.begin.eu/llms.txt
> Use this file to discover all available pages before exploring further.

# Presets

> Start from a report Begin ships, duplicate it to make it yours, and reset one you changed.

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.

## What you get

| Report                     | What it answers                                   |
| -------------------------- | ------------------------------------------------- |
| Shifts by position         | Compare scheduled shifts across positions.        |
| Hours by member            | Compare reported hours across people.             |
| Time off periods           | Review pending and approved time off periods.     |
| Time off days taken        | Track approved time off days over time.           |
| Remaining time off balance | Compare each person's remaining time off balance. |

## 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.

<Steps>
  <Step title="Open the preset">Open the report you want to start from.</Step>

  <Step title="Choose Duplicate">
    Use **Duplicate** in the report menu. Begin confirms with **View duplicated**.
  </Step>

  <Step title="Rename it">
    Use **Rename** to give the copy a name your team will recognise — "Payroll — monthly", not
    "Hours by member (copy)".
  </Step>

  <Step title="Change it freely">
    Adjust the source, columns, grouping and range. Nothing you do here touches the original.
  </Step>
</Steps>

Editing a copy does not change the original, and it does not change anyone else's copy.

## 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.

<Warning>
  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.
</Warning>

## 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](/for-managers/reports/building-a-report).

<Info>
  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.
</Info>

## 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.

## Next

<Columns cols={2}>
  <Card title="Building a report" icon="table" href="/for-managers/reports/building-a-report">
    Sources, columns, grouping and range.
  </Card>

  <Card title="Downloading a report" icon="download" href="/for-managers/reports/downloading-a-report">
    CSV and decimal hours.
  </Card>
</Columns>

## Still need help?

<Columns cols={2}>
  <Card title="Contact support" icon="envelope" href="mailto:support@heybegin.eu">
    Email the Begin team and we'll get back to you.
  </Card>

  <Card title="Ask Begin AI" icon="comment-dots" href="?assistant=open">
    Open the AI assistant and get instant answers based on these docs.
  </Card>
</Columns>