What is the best way to copy reports from one account to another?

Modified on Tue, 30 Mar 2021 at 12:57 PM

If reports are required to be set up on multiple supervisor accounts, you could set up the reports on one account and then utilise the new Akixi feature to 'Send Reports To' from one Application User to another.

The video below, will give you a brief overview of how to send reports.

Please note, that with the release of Akixi 2.2, it is now possible to select individual reports to copy from one user to the next, as well as toggle on or off the "Overwrite All Target Reports" option.

This is done by simply ticking the relevant reports you wish to copy after clicking "Copy Reports To" (as below)...

...and ticking or unticking the "Overwrite All Target Reports" option. 

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