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Copy Reports Between Accounts

Last post 02-18-2016 9:43 AM by Method_Morty. 1 replies.
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  • 02-18-2016 9:05 AM

    Copy Reports Between Accounts

    Reply Contact

    Hello,

    Anyone know of a way to copy reports between accounts?
    I can see a few of my older custom reports in a new account...but not the one I need right now. 

  • 02-18-2016 9:43 AM In reply to

    Re: Copy Reports Between Accounts

    Reply Contact

    Hey,

    To copy a template from one account to another:

    - File > Save As

    - Input the different company account credentials > Connect

    - Create New Report

    That should save the report into the new account.

    - Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
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