Page History

...

1. Once the connections have been established, log in to the Primary Organisation and edit the Data Source you wish to apply substitutions to. 
2. There will now be a Client Sources step in the builder. On this step you will see a list of available Client Orgs.
   
   
   
   
3. After selecting the Client you wish to redirect, select their connection from the Data Source list and click Save.
   
   
   
   
4. If you wish to inherit the access filters set up in that client org.Client Org, then enable the Inherit Access Filters from Client Source option. This will limit the report to display only the client org access filters, overwriting filters from the Primary Org.
   Note: This toggle will only appear if the Access Filters functionality is switched on.
   
   
   
   
5. You should now see the Data Source that will be used for this Client, in place of the Primary Org Source.

...