If you have created and saved one or more reports in one employer file and wish to use them in a different employer file, these reports can be imported into one or more employer files.

1) To do so, go to Analysis > Manage > Import Reports Templates from Another Employer


 

2) Select the Employer you wish to import from and then choose, how would you like to handle the imported report templates. 

• Add to existing custom report templates (existing templates with matching name will be replaced)

  Or

• Remove all existing custom report templates and replace with those imported
  
  

3) When you have made your selection Press the Continue button 

4) You will see a list of reports created or modified for that employer; default reports will not be shown.

5) Select the reports or select all and 

Please note: report columns for employer items (e.g. custom rates, additions, etc.) that are not present in your currently opened employer file will not be copied over.

6) The reports chosen will now be successfully imported for you.