Importing and Exporting Report Templates

Importing and Exporting Report Templates

You can import and export Report Templates.  Reports can be saved as Excel CSV (UTF-16LE), Comma Delimited, or Tab Delimited.  You can export Report Templates and then, in Excel or a text editor edit the file and import the templates into the WebAdmin. 

Exporting Report Templates

1.    Go to Reports > Report Admin and click on either the Scheduled or Demand tab.

2.    Click the Export button.

3.    In the Export window, modify the default file name if required.

4.    You can use the 'Adjust Columns to Export' option to modify the column to export

5.    You can also include or exclude Column Headers.

6.    You can also choose to export all entries, the current page or selected entries.

7.    Select the Filed Delimiter Excel CSV (UTF-16LE), Comma Delimited, or Tab Delimited.

8.    Click Export. 

9.    The file is saved to your download directory.

Importing Report Templates

1.    Go to Reports > Report Admin and click on either the Scheduled or Demand tab.

2.    Click the Import button.

3.    In the Import window, select the Filed Delimiter Excel CSV (UTF-16LE), Comma Delimited, or Tab Delimited.

4.    Choose the file and if required, select ‘Verbose Output’ and ‘Delete all existing data’.

5.    Choose Import.

6.    The second Import window displays. Accept or modify the settings and choose Import again.

7.    The window displays the number of entries added. 

8.    Click Continue.

 

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