Jifflenow: Copy On-Demand Reporting Templates with Event Copy

When a Meeting Manager duplicates an event, they invest time recreating On Demand reporting templates from scratch, even when all engagements are copied over. Jifflenow now automatically carries On Demand reporting templates forward when a Meeting Manager copies an event and selects the option to copy engagements. If engagements are not copied, templates are intentionally left behind, keeping the behavior clean and predictable. This eliminates a repetitive, manual step that was slowing teams down across every event duplication cycle and ensures On Demand reporting is ready to go from day one of the new event.

Key Highlights

Auto-Copy: When a Meeting Manager copies an event with engagement copy enabled, all associated On Demand reporting templates are automatically copied to the new event.

Smart Scoping: If the engagement copy option is not selected during event copy, On Demand reporting templates are not carried over, keeping the new event clean and intentional.

Instant Readiness: Copied On-Demand reporting templates are immediately available in the destination event for team members to select and download, with no reconfiguration required.

Why Does It Matter

Less Rework: Meeting Managers no longer need to manually rebuild On Demand reporting templates after every event copy, freeing them to focus on higher-value setup tasks.

Faster Launch: New events created by copying are report-ready from the start, reducing time-to-value for both internal teams and customers.

Consistent Experience: Teams working across multiple copied events get a uniform reporting setup, reducing the risk of missed or misconfigured templates.

Renewal Impact: Reducing operational friction from repetitive manual work directly addresses a source of customer dissatisfaction that can affect renewals.

Note

• On Demand reporting templates are copied only when the engagement copy option is selected during event copy; the feature does not retroactively affect events that were previously copied.

• No configuration changes are required to enable this behavior; it works automatically as part of the existing event copy flow.

• Reporting templates will not be copied for events that were archived prior to 2024