When is it appropriate to use cloning for reports and templates?

Cloning reports and templates is particularly useful when making minor to moderate changes, as it allows the user to maintain the original structure and data of the report while providing a base for modification. This process is efficient because it avoids the need to recreate a report from the ground up, which can be time-consuming and prone to error. By cloning, users can retain the core elements of the template or report that serve their purpose effectively and focus on adjusting specific areas that require updates.

In contrast, starting from scratch would not necessitate cloning, as the user would create a new report without an existing template to modify. Similarly, when making major updates, the foundation might be so significantly altered that cloning could complicate the process rather than streamline it. Archiving old templates is also a separate action focused on retaining previous versions without intent for modification, further highlighting why cloning is specifically suited for minor to moderate adjustments.