HomeAdministrative ManualManaging login access accounts for staff useTransferring report templates

1.4. Transferring report templates

Report templates used in old login accounts can be cloned for use in the new login accounts by first logging into the old accounts and sharing the template folders to the system level. To share a report folder, just go into that report folder, select Manage Folder, select Share this folder from the dropdown menu, and select your system.


Then, the folder is shared with anyone logging in from any workstation in your system (rather than with any particular login account). Log into the new login access account, find the old account name under Shared Folders, and open. Check the box beside the report you want and choose Clone selected template from the dropdown menu. Then, select the new folder to clone the template into (note you have to create folders in your new login account first).

One of the things that does not share well are Output folders. Instead, save any relevant Excel spreadsheets from the old login access account directly onto your hard drive. 

 


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