--- title: "Multi-Org Enhancements: Selective Cloning & Centralised Reports" description: "Create new sub-accounts with flexibility and view reports across all sub-organisations in one place" url: https://help.boxly.ai/en/articles/10182797-multi-org-enhancements-selective-cloning-and-centralised-reports collection: "Account Settings" updated: 2026-09-30 language: en --- # Multi-Org Enhancements: Selective Cloning & Centralised Reports Create new sub-accounts with flexibility and view reports across all sub-organisations in one place **Create new sub-organisations (practices) with flexibility and view reports across all sub-organisations in one place** The Multi-Org account now supports two new capabilities: Selective Cloning when creating a new sub-organisation (practice), and Centralised Reports for viewing lead data across all sub-organisations. Instead of cloning everything from an existing sub-account or switching between accounts to check reports, you can now choose exactly what to clone and view consolidated data from a single dashboard. ## Why Selective Cloning and Centralised Reports Are Useful * * * As Multi-Org (multi-practice) accounts grow, teams often need more control over how new sub-organisations are set up and a clearer view of performance across all of them. ✅ These updates are designed to give multi-location and multi-practice teams greater flexibility and visibility. Instead of working with rigid cloning or fragmented reporting, you can now tailor new sub-accounts to your needs and track activity across your entire organisation from one place. This helps teams: - Set up new sub-organisations (practices) faster with only the elements they need - Avoid carrying over unnecessary settings from other sub-organisations - View activity across all sub-organisations in a single dashboard - Reduce time spent switching between accounts to review performance ## Selective Cloning for Sub-Accounts * * * Previously, when creating a new sub-organisation (practice) in a Multi-Org, you had two options: **Create from scratch** or **Clone from an existing account**. Cloning copied everything from the selected sub-organisation with no option to pick and choose. You can now select exactly which elements you want to clone from an existing sub-account, giving you full flexibility over how your new account is set up. ![](https://staticfiles.gleap.io/ghelparticle/St98zdACuMxV8ttHzN21Mz4UJmeeGUXCCuxzaDXznza3RJnIze8qHspFJzzpsHa9BaZBvqd7sHh.gif) To use it: 1. Open your Multi-Org account and click **Add Account** 2. Select **Clone from an existing account** 3. Enter your new account name and select the sub-organisation to clone from 4. Click **Next** 5. Select the elements you want to copy across 6. Click **Clone Account** > **Info:** The **Create from scratch** option has not changed and works exactly as before. ### What You Can Clone You can selectively clone any of the following from an existing sub-organisation. - Boxes and HTML templates - WhatsApp templates - Reply templates - Automations - Milestones - Loss reasons and custom variables - Call log outcomes - Business hours - Task outcomes - Labels - Questions - Nudge settings - Lead sources - Follow-up timings for marketing and sent items ### **What Happens to Items You Don't Select** When you deselect an item during cloning, Boxly handles it in one of two ways depending on the type of item. **Items that fall back to Boxly defaults:** - Boxes - Business hours - Follow-up timer - Variables > **Info:** If you don't select these, Boxly applies its standard defaults to the new sub-organisation. You can update them later in the settings. **Items that will be empty:** - Milestones - Labels - Fields - Templates (HTML, WhatsApp, reply) - Automations - Lead sources - Questions - And other front-end configurable items ℹ If you don't select these, they will remain empty in the new sub-organisation and can be created manually whenever needed. ✅ In short: anything created from the front-end will be empty if not selected during cloning. ## Centralised Reports for Multi-Org * * * Managing multiple sub-organisations (practices) often means switching between accounts to understand what's happening across your business. Centralised Reports bring all your sub-organisation data together in one place. You can now view activity across your entire Multi-Org account without switching between sub-organisations. ℹ Centralised Reports are only accessible to **Organisation Admins**. Centralised Reports are available within the existing **Reports** section of your Multi-Org account. Currently, this is available as a **Dashboard view**. To use it: 1. Open the **Reports** section in your Multi-Org account 2. Select a date range for the reporting period ![](https://staticfiles.gleap.io/ghelparticle/C0rxwf8GzwzUJbCCWvs8Naj7g1joxnLlTnEE1An8WhqB4AkOJzy6wZrbwk4H2YiADVFV8WgRLKJ.png) 3. Select the sub-organisations you want to include ![](https://staticfiles.gleap.io/ghelparticle/scuYGLamy8GHgpO9o18IQ6rAFQKhaetiYRkOJULDvXNgbSBnDoPxO8M7qjXMySprA20YVVfgZHJ.png) 4. Apply filters to refine the data 5. Click **View Leads** ### Available Filters To keep reports relevant across sub-organisations, filters are limited to fields that are commonly used across all accounts. - Channel - Label - Source ![](https://staticfiles.gleap.io/ghelparticle/QM12x1sr3KL68KN5qPuTH95hZsGIRsOchwuJf0xDvYfw4shIg3upaWo1hCFHSXlH8MEnqmkGEbp.png) > ℹ These filters were chosen because they are typically standardised across sub-organisations, making the data comparable and meaningful. ### Viewing Lead Details Once you've set your filters and clicked **View Leads**, you'll see a detailed breakdown including all the standard lead columns, along with the **practice name** (sub-organisation name) so you can quickly identify which account each lead belongs to. > **Success:** This makes it easy to track performance, spot trends, and compare activity across all your sub-organisations from a single screen. ### FAQs * * * ### Can I still clone everything from an existing account like before? Yes. Simply select all the available options when cloning, and the behaviour will be the same as before. ### What happens to the items I don't select when cloning? It depends on the item. Boxes, business hours, follow-up timer, and variables will use Boxly's defaults. Other items like milestones, labels, fields, templates, and automations will remain empty until you set them up manually. ### Can I edit the cloned settings after the account is created? Yes. Once the new sub-organisation is created, you can update any of the cloned settings just like any other account. ### Which sub-organisations appear in the Centralised Reports? All sub-organisations within your Multi-Org account are available to select. You can choose one, several, or all of them. ### Why are only Channel, Label, and Source available as filters? These fields are commonly shared across sub-organisations, which keeps the report meaningful when comparing data across different accounts. ### Will more report types be added to Centralised Reports? Currently, the Dashboard view is available. Additional report types may be introduced in future updates. ### Who can access Centralised Reports? Centralised Reports are only available to **Organisation Admins**. Other users within the Multi-Org account will not see this section. * * * [ Multi-Location Plan 📍 Powerful plan for businesses with multiple locations, practices or venues to centrally manage all leads in one account. ](https://help.boxly.ai/en/articles/9850550-multi-location-plan-%F0%9F%93%8D.md) **Boxly is here to help you work smarter, not harder,** let's keep streamlining your lead management together! Contact us at [support@boxly.ai](mailto:support@boxly.ai) if you need any assistance!