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5.3. Transferring Report Templates

Last Updated 05/17/2023

How to Transfer Report Templates

Report templates used by staff members who may have left the library or changed work responsibilities can be cloned for use by different staff members by first logging into the old accounts and sharing the template folders to the system level. The System Login Access Manager for your library system should be able to perform this action for you. 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.