A report form is a file that tells a report what to print and where to print values on a form layout. You can share report forms between users. Connect can export a report form to an XML file, which another person can "import" for their own use on a different Caselle workstation. Sharing report forms is helpful when you have multiple users who need to print the same form on different workstations.
You'll need to know where the report forms are located. If Caselle is sending a report form to you, you'll need to save the report form to your PC.
You will also need to use Connect to save the file that you'll be importing. Connect cannot import a report form created by a previous version of Caselle.
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 form and then, click to select the report form file. (Usually, it's an XML file.)
4. Click Open.
Connect loads the report forms in the XML file and displays the report form names in the section titled Report Forms.
5. Click to select the checkbox next to the report forms to import to Connect.
6. Click GO (CTRL+G).
Connect adds the report forms. You'll be able to select the report form from the Form menu when you set up the report options.
How do I import a report definition?
How do I import a report form?
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