Need to use the same report layout for multiple clients in Joiin? Our "Copy to Client" feature makes it quick and easy to duplicate your existing layouts.
Here's how:
- Navigate to the Layouts Page:
Click the Settings icon (gear cog) in the top right corner of Joiin.
Select Layouts from the dropdown menu.
- Select and Copy the Desired Layout:
On the Layouts page, locate the report layout you wish to copy.
Hover your mouse over the three-dot menu (ellipsis) next to the layout's name.
Click on the three-dot menu and select Copy to client.
- Choose the Destination Client:
A window will appear, prompting you to select the client to whom you want to copy the layout.
Choose the desired client from the list.
Click the Clone button to complete the process.
Your report layout will now be available in the selected client's account, ready for use!