How can I transfer report templates from TitanExchange to Rollup Reporting in Enterprise Hub?

Problem

Users can't transfer report templates from TitanExchange to Rollup Reporting directly.

Solution

Workflow Summary

Recreate a report in Rollup Reporting that serves a similar purpose to the one you wanted to transfer from TitanExchange.

Transfer report templates from TitanExchange to Rollup Reporting

You need to create a customer report template because you can't directly transfer report templates from TitanExchange to Rollup Reporting.

1. To use a similar report in Rollup Reporting, create a custom report.

2. In Enterprise Hub, go to Rollup Reporting.

3. Select the option to create a new report.

4. Add all necessary fields and filters to your new report to match the TitanExchange report as closely as possible.

5. Save your new custom report in Rollup Reporting.

Use Push and Pull Reports feature

You can also use the Push and Pull reports between Enterprise Hub and Single Tenants to move reports. This prevents you from having to manually recreate the report where you need it.

See Push and Pull reports between Enterprise Hub and Single Tenants for more.