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Iamp;#39;m Jeremy Evans a tier 2 support expert advanced insight is our financial reporting and analytics solution and is well suited for large group practices with multiple office keys and CBO customers transferring a report from one office key to another it is useful to streamline workflow rather than having to rebuild custom reports for all your office keys today Iamp;#39;ll give you a pro tip and show you how to build reports once in your CBO or master key and then copy each to your separate sub keys start and Chrome open the copy from key open advanced insight under the team content shared reports open the report you want to copy click the pencil to edit click on the page icon right click on report click on copy report to clipboard minimize open a new window log into the copy to office key open advanced insight open a new report click OK without choosing templates and themes these are in the copied report click on the page icon right click on report click on open report from cli