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Copy a Transaction Print Template to Another Account
Copy a Transaction Print Template to Another Account

If you create a customized print template in the web report designer, you can copy it to another Method:CRM account.

Updated over a week ago

All transaction print templates are created using the Web Report Designer. If you made changes to a template, you can copy that transaction to another Method account.

NOTE: You need to be an Admin in order to access the Web Report Designer in your Method account.


  1. Click the upper-right Profile icon and then clicking Account Settings.

  2. Scroll down and find and click Reports & Print Templates.

  3. Search for the template you want to copy to another account. In the below example, we created a customized estimate we want to copy.

  4. Click the vertical ellipsis [] beside the template you wish to copy, and then select Copy to an account.

  5. This will bring up a new pop up to fill. Once you fill in the appropriate fields, click Create copy.

    • Account - Method account to copy to

    • Name - Name of the copied report within the destination account

    • Description - Description for the copied report

  6. Once you click Create copy, Method will copy it over to the other account. This may take a minute or so. However, when complete, it will show the following success screen.


    From here, you can go to the account by clicking Go to account and you're done.

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