Add your Custom Reports to Snapshots to package and transfer reporting templates across sub-accounts—eliminating rebuilds and ensuring consistent analytics across all client accounts. This feature simplifies onboarding, speeds up replication, and ensures every client receives accurate and branded insights.
TABLE OF CONTENTS
What are Custom Reports in Snapshots?
Custom Reports in Snapshots enable agencies to include reporting templates built in the Custom Report Builder as part of a snapshot. When that snapshot is loaded into another sub-account, those reports appear under Reporting → Custom Reports, ready for review, scheduling, and distribution.
This feature ensures that your best-performing reporting layouts can be shared across accounts effortlessly—saving time and maintaining brand consistency.
Key Benefits
Faster Onboarding: Deliver pre-configured analytics dashboards within minutes.
Consistent Reporting: Ensure identical metrics, layouts, and KPIs across sub-accounts.
Error Reduction: Prevent inaccuracies caused by manual report recreation.
Centralized Maintenance: Update your master snapshot once and reload it across clients.
Client Flexibility: Each account can independently adjust scheduling and recipients.
Add Custom Reports When Creating a Snapshot
When creating or loading a snapshot, Custom Reports can be selected as part of the snapshot asset list. Once loaded, they appear as editable templates in the destination sub-account, ready to schedule or customize.
Go to Agency View → Account Snapshots.
Click Create New Snapshot and select the source sub-account.
Expand Reporting → Custom Reports.
Choose which reports to include, then click Save Snapshot.
Load Custom Reports Into Another Sub-Account
Loading Custom Reports from a snapshot lets you instantly copy your reporting templates into another sub-account, ensuring consistent analytics across all clients.
Go to Agency View → Sub-Accounts → Actions → Load Snapshot.
Choose the snapshot that contains your Custom Reports.
On the asset checklist, ensure Custom Reports is selected.
Confirm to begin loading.
Wait for the bell icon notification confirming completion.
Open Reporting → Custom Reports in the destination account to verify imported reports.
Important Notes and Limitations
Permissions: You must have Agency-level permissions to create or load snapshots.
Template Transfer Only: Schedules and recipient lists are not included.
Data Sources: If the destination sub-account lacks an integration (e.g., Google Ads), affected widgets will show “No Data” until reconnected.
Plan Availability: Custom Reports are available on the $297 (limited) and $497+ (unlimited) plans.
Frequently Asked Questions
Q: Will report schedules and recipients transfer automatically?
No. You’ll need to set scheduling and recipients manually in each sub-account.
Q: Are private dashboards copied as part of a snapshot?
No. Only Custom Reports are transferred. Private dashboards remain in the source account.
Q: Why do some widgets show “No Data” after import?
The destination sub-account might not have the same connected data sources. Reconnect them to resolve.
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