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Accessing Templates Across Accounts

Written by Geetanjali Tyagi
Updated over a week ago

How to differentiate a Single account report from Multi-Account Template?

Our Single Account Report supports only Google Ads or Microsoft Ads platforms, which means you will recognize them on the Create and Edit Report pages by their respective icon (see screenshot below).

If the Account Type Column contains only the Google Ads icon, it means the report contains at the moment one or more Google Ads accounts. If there are both Google Ads and Facebook Ads icons, it means that the report template contains at least one account of each platform.

Note: A Multi-Account report template would only have the following options on the menu available on the right: View & Schedule Report, Duplicate, Rename, and Delete.

Accessing Templates You Marked Favorite

Favourites are marked at the account level. which means that when you mark a report template as a favorite, it applies only to the current account. If you switch to another account, the same template will not appear as a favorite unless you mark it again in that account.

This option is not available for Reports containing multiple platforms. You can refer to the template having Account Type as Google Ads or Microsoft Ads.

Convert your templates to Multi-Account Templates

On the right side of each report, you'll see the actions applicable to each template. For Single Account Template, you can either View and Schedule Report, Duplicate (it will create an exact copy of a report), or Duplicate as a Multi-Account report (creating a copy of the same report but with multi-account reporting capabilities, like adding more platforms in the account picker).

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