Custom Reports in Snapshots: Overview for Sparkforge

By Sparkforge Support Team ·Last reviewed May 3, 2026

Sparkforge snapshots can carry Custom Reports so reporting templates move between sub-accounts without rebuilding. Loaded reports appear under Reporting > Custom Reports in the destination account, ready to schedule.

Snapshots in Sparkforge can include Custom Reports built in the Custom Report Builder. When the snapshot is loaded into another sub-account, the reports appear under Reporting > Custom Reports, ready for review, scheduling, and distribution.

Why include Custom Reports in a snapshot

Faster onboarding — deliver pre-configured analytics dashboards in minutes.
Consistent reporting — identical metrics, layouts, and KPIs across sub-accounts.
Fewer errors — no manual rebuilds means no transcription mistakes.
Centralized maintenance — update the master snapshot once, push to clients.
Per-account flexibility — each sub-account can adjust schedules and recipients independently.

Add Custom Reports when creating a snapshot

Go to Agency View > Account Snapshots.
Click Create New Snapshot and select the source sub-account.
Expand Reporting > Custom Reports.
Choose which reports to include, then click Save Snapshot.

Load Custom Reports into another sub-account

Go to Agency View > Sub-Accounts > Actions > Load Snapshot.
Pick the snapshot that contains your Custom Reports.
On the asset checklist, confirm Custom Reports is selected.
Confirm to start loading.
Wait for the bell-icon notification confirming completion.
Open Reporting > Custom Reports in the destination account to verify.

Limitations to know

Permissions: agency-level access is required to create or load snapshots.
Templates only: schedules and recipient lists do not transfer.
Data sources: if the destination is missing an integration (for example, Google Ads), affected widgets show No Data until reconnected.
Plan availability: Custom Reports are available on higher-tier plans with reporting enabled.

Frequently Asked Questions

Do report schedules and recipients transfer with a snapshot?

No. Schedules and recipient lists must be set manually in each destination sub-account after the snapshot loads.

Are private dashboards copied as part of a snapshot?

No. Only Custom Reports transfer. Private dashboards stay in the source sub-account.

Why do some widgets show No Data after import?

The destination sub-account is missing the integration the widget pulls from. Reconnect the data source (for example, Google Ads or Facebook) to populate the widget.

Can I update reports across all sub-accounts at once?

Refresh the master snapshot, then push updates to the linked sub-accounts. External agencies must re-import using a new shared link.