For migrating customers
It is good practice for migrating customers to download any custom reports they've created if they will need this post-migration.
To do this:
- Click on the ellipsis next to the report they want to download.
- Select ‘Customise’
- In the Create report page, click on the ‘Logo’ three times.
- At the bottom of the page, click on the orange button ‘Download layout’.
- This will save the document as a text file. You can then send this file over to our Customer Success team if you need us to manually upload it for you.
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