How do I import a report definition?

A report definition is a file that tells a report what to print and where to print it on a report. You can share report definitions between users. Connect can export a report definition to an XML file, which another person can "import" for their own use on a different Caselle workstation. Sharing report definitions is helpful when you have multiple users who need to create the same report on different workstations.

Before you get started

You'll need to know where the report definitions are located. If Caselle is sending a report definition to you, you'll need to save the report definition to your PC.
You will also need to use Connect to save the file that you'll be importing. Connect cannot import a report definition created by a previous version of Caselle.

Importing a report definition

1. Open Connect System Management > System Tools > Import Report Forms/Definitions.

2. Find the field titled File Path and click the Browse button.

The Open dialog box displays.

3. Navigate to the directory that contains the report definition and then, click to select the report definition file. (Usually, it's an XML file.)

4. Click Open.

Connect loads the report definitions in the XML file and displays the report definition names in the section titled Report Definitions.

5. Click to select the checkbox next to the report definitions to import to Connect.

6. Click GO (CTRL+G).

Connect adds the report definitions. You'll be able to select the report definition from the Title menu when you set up the report options.