You can share report forms. One user can create a report form and another user can import the report form created by the original user so they can to print the same forms from their own workspace.
You'll need to know where you want to create the export file.
You will also need to use Connect to export the file. Connect cannot import a report form created by a previous version of Caselle.
1. Open Connect System Management > System Tools > Export Report Forms/Definitions.
2. Use the Application menu to select the name of the application that uses the report form.
Connect displays all of the report forms in the application in the section titled Report Forms. The Caselle master reports will be excluded from the list of report forms because the master forms are available to all users.
3. Click to select the field titled File Path, and then enter the path and file name for the export file.
This is the location where Connect will create the export file.
4. Click to select the checkbox next to a report form.
You'll want to select all of the report forms that you want to include in the export file.
5. Click GO (CTRL+G).
The report form is saved to the export file.
How do I import a report definition?
How do I import a report form?
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