Import a Report

Back Top Previous Next

Go to Tools > Report Designer.

 

ReportDesignericon

 

On the Report Explorer ribbon click Import.

 

importreport1

 

Locate the file and click Open.

 

Importreport

 

The report is now available for import in the right-hand Report screen.

 

selectreport

 

Choose the report(s) required (if there are multiple reports and not all need to be imported) then click Import.

 

Tip

It is not necessary to use any of the >, >>, <, or << buttons when importing reports (unless you are choosing more than one report). Once the report(s) is displayed on the right side of the import screen, click Import.

 

selectreport        

 

If the report already exists, the following will appear.

 

confirmimport

 

Once the report has been imported, a confirmation will appear.

 

reportimportsuccess

 

Log off and back on to refresh the Report list.

 

Once installed, the report will be visible from the appropriate object screen:

 

Newreportshown

 

Further information

Report Explorer

Report Explorer Functions

Report Designer at a Glance

Report Designer Menus

Report Designer Toolbar

Report Designer Errors

Signable Reports

Trackable Reports

Add a Signable Report for Jim2 Mobile

Add Logo to Sticker Report

Add Text to Reports

Change Sticker Report Size

Display Company Logo in Reports

Export a Report

Locate Reports to Export

Make a report Inactive

Open a Report for Redesign

Set up Back of Page Text on Invoice

 

For more detailed information regarding Report Designer please refer to www.digital-metaphors.com (copy and paste into a web browser).