We’re excited to announce that Custom Reports are now supported in Snapshots. Now, agencies can effortlessly save time during onboarding and ensure seamless duplication of custom reports across multiple sub-accounts.
😇 How It Works:
- Navigate to 'Account Snapshots' in Agency View.
- Create a New Snapshot and choose the source sub-account.
- Save the snapshot.
- Go to "Sub-Accounts" and select the sub-account > under 'basic details' tab of the sub-account > on top right, in the 'Actions' dropdown > select load snapshot.
- Select all the custom reports
Note – This will carry forward the reports from one subaccount to another, the schedule frequency and recipients needs to be added manually.
- Once a snapshot is successfully loaded into the desired sub-account, a notification is shown under the bell icon on top right of the application signifying that selected snapshot asset is successfully copied.
😻 Why it Matters:
This feature streamlines the onboarding process for agencies, allowing them to easily replicate the desired or high-performing custom reports across different accounts. With pre-configured custom reports, agencies can ensure a consistent user experience and quickly provide basic, ready-to-use report templates to their clients.