How do I export report forms and definitions?
Share a report form or definition that you have created with other users. Exporting a report form/definition will save the selected report forms/definitions to an XML file. To add a report form/definition to Connect, see How do I import report forms and definitions?
Exporting report definitions
Export a saved report as an XML to send to another Connect user.
Do this...
1. Open Connect System Management > System Tools > Export Report Forms/Definitions.
2. Use the File Path box to enter the path and file name of the report definition.
This is the location where the XML file will be created.
3. Select the checkbox next to the report definitions that you'd like to export.
4. Click GO (CTRL+G).
The report definitions have been exported to the path and directory. .
Exporting report forms
Export a form that is used by a report. For example, payroll checks, timesheets, utility bills, and invoices are a few reports that use a form to format the reporting data.
Do this...
1. Open Connect System Management > System Tools > Export Report Forms/Definitions.
2. Use the File Path box to enter the path and file name of the report definition.
This is the location where the XML file will be created.
3. Select the checkbox next to the report forms that you'd like to export.
4. Click GO (CTRL+G).
The report forms have been exported to the path and directory.
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