Exporting and importing reports
Prerequisites
- Access to the Configuration > Customize > Report (CM027) menu.
- Previously created report.
Introduction
The report import and export resource of SoftExpert Suite improves data management, allowing users to export and import reports involving different environments of the organization.
Only new and customized reports can be exported. It is not possible to export system reports.
Use the Report type column to identify the reports.
See how to use this feature:
Exporting a report
1. Access the Configuration > Customize > Report (CM027) menu.
2. Search for and select the report you wish to export.
3. Click on the More toolbar option.
4. Click on the Export option. A .zip file will be generated with the data and template files of the report.
Importing a report
1. Access the Configuration > Customize > Report (CM027) menu.
2. Click on the More toolbar option.
3. Click on the Import option.
4. On the screen that will open, upload the report file containing the template files you wish to use in the SoftExpert Suite report. Use the .zip file generated during the export.
5. Click on the 
button.
6. To edit the data of the imported report, keep it selected in the list of records and click on the 
button.
• The imported report can be identified by the newImported prefix in its ID #.
• See more details on editing reports in the Configuring reports article.
Conclusion
All done! Now you know how to export and import reports.