Setting and personalized columns


Is it possible to copy my account setting and all personalized (Desktop icons, Personalized reports, Pick up columns…etc) to another user who’s having the same access and role…!!



If you assign same roles to that new user, it shall work in the same way.

Hello Umair. I’ve already assigned the same roles to a different users but it seems they still have a fresh setting… and nothing applied??

please elaborate your query with screenshots, so that one can get the context and assist on the same lines.


Sorry for the late reply. Below is a screen-shot for one of my report builder that I’ve already made in my account and I want to apply the same to other users. I don’t want every user who wants the same report to again pick the columns…

You can save this report as custom repory with specific name and it will appear to all the users who has permission