Importing reports

To import a report:

  1. From the Action menu, select Import.
    The File Import wizard is opened on the Select Files tab.
  2. From the File drop-down list, select an individual file or a zip file containing folders and files from your desktop or other accessible location. You can select several reports and folders from this tab.
  3. Click Next to move to the Select Target Folder tab.
  4. From the Target Folder drop-down list, select the folder to import.
  5. You can select these options:
    • Use Folder Names, selected by default
    • Apply Folder Permissions, selected by default
  6. Click Next to continue through the Wizard.
    The Backup Rule tab is opened where you can select the rule to use when replacing files with a newer version.
  7. Select one of these options:
    • Always prompt when files are being overwritten
    • Do not prompt but always move files to the safe backup folder

    By default, the back up folder is /Central Files, but you can specify another folder.

  8. Click Next to continue through the Wizard.
    The Validation Rules tab is opened where you can select the validation level to use when importing report definitions.
  9. Select one of these validation options:
    • Import reports without validation
    • Validate report definitions and mark invalid definitions
    • Validate report definitions and reject invalid reports, selected by default
  10. Click Next to continue through the Wizard.
    The Confirmation tab is opened where you can view your import selections.
  11. Click Finish to close the File Import Wizard and start importing.
  12. After the import process is finished, the File Import Result dialog is displayed. This summarizes the result of the import with information on the number of items imported successfully and those that have been rejected.