# How to copy Databoards to a Client Account from your Agency Account

The ability to send copies of Databoards to Client Accounts allows you to create a scalable reporting process for your Agency. Follow the steps below to copy a Databoard to a Client Account.

You can also use Account Templates to create reusable Databoards and Reports in your Account. Learn more [here](/create-a-template).

## How to copy one Databoard to a Client Account

![](/assets/how-to-copy-a-databoard-to-a-client-account_1.4b2138bb868096840fa46869b9498deecbad81839434ffca9c929913da2c1439.969cd774.gif)

1. Navigate to the **Databoards** page
2. Hover over the Databoard that you want to copy to a Client Account. Click on the  **... More** icon.
3. Select **Copy** **to Client Account** from the drop-down list. This option will only be available if at least 1 Client Account has been created.
4. From the **Clients** drop-down list, select the Client Account that you want to copy the Databoard to
5. Click the green **Send copy** button to send a copy of the Databoard to the selected Client Account
6. Navigate to the Client Account where the copy was sent. Navigate to the **Databoards** page
7. Click the green **Accept** button to fully accept the Databoard into the Client Account
8. In the **Connect Data Source** window, select the appropriate Data Source(s) from the Client Account to repopulate the copied Databoard with data
9. Click the green **Accept** button to complete the process. The Databoard is now completely disconnected from the Databoard in your Agency Account, so you can customize it further to meet your Client's unique needs.


## How to copy several Databoards to a Client Account

![client-accounts](/assets/how-to-copy-a-databoard-to-a-client-account_2.205cb864dc8b32f317d4c0c0e6f7bdcec55b0f44c7ea25b9067d5535cbcd4557.969cd774.gif)

1. Navigate to the **Databoards** page
2. Hover over the Databoards that you want to copy to a Client Account and select them.
3. Select **Copy** **to Client Account** from the drop-down list at the top right-hand side of the page. This option will only be available if at least 1 Client Account has been created.
4. From the **Clients** drop-down list, select the Client Account that you want to copy the Databoards to
5. Click the green **Send copy** button to send a copy of the Databoards to the selected Client Account
6. Navigate to the Client Account where the copies were sent. Navigate to the **Databoards** page
7. Click the green **Accept** button to fully accept the Databoards into the Client Account
8. In the **Connect Data Source** window, select the appropriate Data Source(s) from the Client Account to repopulate the copied Databoards with data
9. Click the green **Accept** button to complete the process. The Databoard is now completely disconnected from the Databoard in your Agency Account, so you can customize it further to meet your Client's unique needs.