Loading snapshots that include custom reports provides a frictionless setup process for every account. Once you’ve created and saved a reporting experience in one location, you can duplicate it instantly across others.
This approach:
- Speeds up onboarding
- Ensures consistent reporting between accounts
- Reduces manual configuration
- Helps deliver a more reliable user experience for your clients
Follow the steps below to load a snapshot that includes Custom Reports into another account.
Create an Account Snapshot #
If you haven’t created a snapshot yet, start in Agency View and open the Account Snapshots tab from the left sidebar.
Click Create New Snapshot in the top-right corner.
In the pop-up, name your snapshot and select the account to copy the assets from.
From the list of assets, select all products to be included, ensuring careful attention is given to the custom reports you wish to incorporate.
Note: Private reports are not included in snapshot asset lists. If a custom report needs to be part of the snapshot, ensure it is not set to private.
Click Create to add the snapshot to your list. Your new snapshot will now appear alongside your existing snapshots.
Navigate to Sub-Accounts #
Next, navigate to the Sub-Accounts tab and either search for an existing sub-account or create a new one where you intend to load your snapshot.
Once selected, open the Actions dropdown and click Load Snapshot.
Choose your snapshot from the list and click Proceed.
Select Your Custom Report Assets #
After selecting your snapshot, you’ll see a list of included assets. Open the Custom Report category to view all custom reports available for import, and select the custom reports you want to include, or choose to skip any you do not want to transfer.
Click Proceed once your selections are complete.
The system will notify you once the snapshot upload is complete. You can view this notification through the bell icon in the top-right corner.
View Your Loaded Custom Reports #
Once the snapshot is successfully applied, open the Reporting section of the receiving sub-account and review the newly added custom reports to verify that everything loaded correctly.
The users can then modify the reports to their liking before sending or scheduling them.
Using snapshots with custom reports is one of the most effective ways to maintain consistency and deliver high-quality reporting environments across multiple accounts. By configuring your reports and then distributing them through snapshots, you ensure every client or location benefits from the same reliable, data-driven insights.
Frequently Asked Questions #
How do I create a snapshot with custom reports? #
In Agency View, open Account Snapshots, click Create New Snapshot, name it, select the source account, choose the products and custom reports to include, and click Create.
Are private reports included in a snapshot? #
No. Private reports are not included in snapshot asset lists. To include a custom report, make sure it is not set to private.
How do I load custom reports into a sub-account? #
In the Sub-Accounts tab, select the sub-account, open Actions > Load Snapshot, choose the snapshot, open the Custom Report category, select reports, and click Proceed.
Where do I view the loaded custom reports? #
Open the Reporting section of the receiving sub-account to review the newly added custom reports and verify they loaded correctly.
Can I edit reports after they are loaded? #
Yes. Users can modify the imported reports to their liking before sending or scheduling them.
Why use snapshots for custom reports? #
They speed up onboarding, ensure consistent reporting between accounts, reduce manual configuration, and deliver a more reliable, data-driven experience for clients.
