> For the complete documentation index, see [llms.txt](https://docs.pockethrms.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.pockethrms.com/feature-guides/data-wizard-setting-transfer.md).

# Data Wizard Setting Transfer

### What is Data Wizard?

The **Data Wizard** is a tool that helps users **set up and extract reports** based on their preferences. Users can apply **filters and settings** to generate reports exactly how they need them.

### What is the Setting Transfer Feature?

Sometimes, different users in different companies need the **same report settings** to save time and effort. Instead of setting everything up again, the **Setting Transfer feature** allows you to copy existing settings from **one user in a company** to **another user in a different company**.

This ensures **consistency** and makes it easier for teams to work with reports in multiple companies.

### Understanding the Data Wizard Setting Transfer Screen

The image shows the **‘Data Wizard Setting Transfer’** screen, which allows users to transfer report settings from one user to another across different companies.

**Fields on the Screen:**

* **From User** – The user whose report settings will be copied.

In the example, the selected user is '**<demo@pocket.com>'**.

* **Setting Name** – The specific report setting that will be transferred.

Here, the selected setting is '**Leave Summary'**.

* **To Company** – The company where the settings will be copied.

In this case, the target company is '**Prajwal - First Company'**.

* **To User** – The user in the target company who will receive the settings.

The selected user is '**Prajwal…………@gmail.com'**.

* **Transfer Button** – Clicking this button will **initiate the transfer** process and apply the selected settings to the target user.

### How to transfer data wizard settings?

**Step 1**: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘HR’ tab click on the ‘Data Wizard Setting Transfer’ subtab.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FbWovdf0yEcQgXQtefU9S%2F0.png?alt=media)

**Step 2**: Select the user who has the report settings you want to transfer, from the ‘From User’ dropdown.

**Step 3**: From the ‘Setting Name’ dropdown, select the report setting that needs to be copied.

**Step 4**: From the ‘To Company dropdown’. Select the company where the settings should be transferred.

**Step 5**: From the ‘To User dropdown’, select the user in the target company who will receive the settings.

**Step 6**: Review your selections

* **From User**: The user who has the settings.
* **Setting Name**: The report settings to transfer.
* **To Company**: The company receiving the settings.
* **To User**: The recipient of the settings.

**Step 7**: Click the ‘Transfer’ button to finalize the process.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FtqNnNexcvSY1BqGiTpk0%2F1.png?alt=media)

**Path**: Cloud > Settings > HR > Data Wizard Setting Transfer > select details >Transfer

**Link**: <https://cloud.pockethrms.com/Settings/Employee/Index?module=hr&submodule=SettingsTransfer>

For any queries, contact <support@pockethrms.com>