Importing and Exporting Report Resources

Use Report Resource Export to export data of specified report resources from the database into .xml files. This function lets you back up report resources or create report resource files to be imported into another system. Perform the following steps to export report resources:

1 Click Search to list all the reports in the database. Because there can be many reports in the database, use the From Report and To Report fields to filter the list. For example, to list only the reports whose first letter is between the letter a and the letter d (inclusive), enter a in the From Report field and d in the To Report field and then click Search.

2 Select the check boxes in the list for the reports that you want to export. You can use the Check All and Uncheck All to select or clear all the check boxes.

3 Specify the directory to which you want to export report resource data files in the Export Directory field. You can open a Browse for Folder dialog to select the folder by clicking on the button to the right of the field.

4 Click Export to begin the export process.

5 After the export process is complete, look at the Status field for the items in the list to determine whether the export completed successfully or if errors occurred.

Use Report Resource Import to import report resource data files into the system. Perform the following steps to load reports from files into your system database, at which point you will be able to run the reports:

1 Specify the directory from which to import report resource data files in the Import Directory field. You can open a Browse for Folder dialog to select the files by clicking on the button to the right of the field. You must enter a valid directory in this field.

2 Click the Refresh button. The system will then inspect the directory and display a list of all report resource data files in that directory.

3 Select the Update check box to indicate whether you want to overwrite existing report resources in the system with the imported report resource data. If it is not selected and a report already exists in the system with the same report code as the report in the XML file, no import will be attempted. If the box is selected, the report will be imported regardless of whether the report code already exists in the system, possibly overwriting the contents previously in the system.

4 Select the checkboxes in the list for the reports that you want to import. You can use the Check All and Uncheck All to select or clear all the checkboxes.

5 Click the Import button to begin the import process.

6 After the import process is complete, look at the Status field for the items in the list to determine whether the import completed successfully or if errors occurred.