If you’ve created bespoke reports for one employer and want to reuse the same general template for other employers, you can easily copy report templates instead of recreating them from scratch.

What this feature does

The Copy report templates feature lets you:

• Take custom report templates you’ve set up for one employer
• Import them into another employer
• Decide whether to add to or replace existing custom templates

This is especially useful if you’ve made a lot of changes or built detailed, tailored reports that you’d like to standardise across multiple employers.

How to copy report templates

1. Go to Analysis in the main menu.
2. Click Manage.

3. Select Import Report Templates from Another Employer.

   

    

4. Choose the source employer from the drop‑down list (the employer whose templates you want to copy).

   

5. Under How would you like to handle the imported report templates?, select one of the following options:
   • Add to existing custom report templates (existing templates with matching name will be replaced)
     This adds the imported templates to your current list. If a template with the same name already exists, it will be overwritten by the imported version.
   • Remove all existing custom report templates and replace with those imported
     This clears all current custom templates for the employer and replaces them entirely with the imported set.

Once completed, the selected employer will have access to the imported report templates, ready for use and further editing if needed.