Import and Export a Report

1

Select Reports from the left hand menu.

The Reports screen is displayed.

2

In the Report Folder panel on the left, select the required folder to see the report item.

Alternatively user the Search function to find the report required.

A list of Reports is displayed in the right hand panel.

3

In the Action column, select the Export drop down menu item.

The Export Report pop up is displayed.

4

Select the Export Type required.

5

Select Export.

The report is exported to the format selected. 

6 

Save the report in the required location. 

1

Select Reports from the left hand menu.

The Reports screen is displayed.

2

In the Report Folder panel on the left, select the folder that the report will be assigned to.

A list of Reports is displayed in the right hand panel.

3

Right mouse lick on the folder.

The folder actions pop up is displayed.

4

Select the Import Report.

The Import Report pop up is displayed.

5

Enter the Report Name.

6 

Select the Import (file) Type. 

7 

Select Import Files + 

A 'Choose File' pop up is displayed.

8 

Select the report file to be uploaded. 

9 

Select Open.

The report is imported.