Managing reports for multiple parts of your business can take up valuable time. Fortunately, there’s an easy way to copy custom reports from one account to another, helping you keep things consistent without starting from scratch each time.

📌 Why This Matters

When you have multiple accounts or branches, manually recreating custom reports for each one can be tedious and prone to errors. Being able to copy these reports means you can quickly set up or update your accounts with consistent, ready-to-use information—keeping you organized and giving you more time to focus on what really matters.

✨ What’s New

• Save Custom Reports: Easily save your favorite reports in a snapshot for reuse.
• Duplicate Across Accounts: Copy these saved reports to any other account to ensure consistency.

🛠️ How to Use It

1. Step 1: Go to the account snapshot section in your main dashboard.
2. Step 2: Create a new snapshot and select the account where your custom reports are set up.
3. Step 3: Save this snapshot for later use.
4. Step 4: Head over to the desired account where you want to apply the reports. In the account’s basic details, open the actions menu and choose to load a snapshot.
5. Step 5: Select all the custom reports you want to copy over. Keep in mind, you’ll need to manually set up the schedule and recipients for these reports in the new account.
6. Step 6: Once loaded, you’ll get a notification confirming the reports were successfully copied.

💡 Pro Tip

Use this feature to set up consistent reporting across all your business locations or divisions—saving time while ensuring everyone has the data they need to make smart decisions.