Report Backup – Assign to Other Account

Objective:

We often need to create a report backup and assign it to another account for review, collaboration, or access control purposes. This guide outlines the steps to configure a report backup and assign it to a different account within the platform.

Steps to Configure Backup Settings for Reports

To configure backup settings for reports:

• Click the Reports option on the left pane.

• Click Create New Report > Search for the report > for ex: All Devices

• Select the Save icon beside the All Devices on the top right

• The Report Settings  pop-up will be displayed.

Now let's go to the account that we assigned to 

The account has been successfully assigned to the account

What You Can Do in Report Settings:

In the Report Settings pop-up, you can:

• Assign the report to another account

• Configure backup preferences

• Set email alerts and access controls

✅ Summary

By following these steps, you can efficiently back up a report and assign it to another account as needed. This feature supports better team coordination as well.