How do I import report forms and definitions?
Use report forms and definitions created by other users. Importing a report form/definition will save you the trouble of setting up a new report form/definition. To send report forms/definitions to a user, see How do I export report forms and definitions?
Importing report definitions
A report definition includes the settings and options for running a report. For example, the settings may include changes to the selection criteria, date range, and transaction types that will print on the report.
Do this...
1. Open Connect System Management > System Tools > Import Report Forms/Definitions.
2. Use the File Path box to enter the path and file name of the report definition.
The report definition file will have the XML file extension. The report definitions in the XML file will be displayed in the Report Definitions section.
Import Report Form/Definitions, File path box
3. Select the checkbox next to the report definitions that you'd like to import.
Import Report Form/Definitions, Report Definitions checkboxes
4. Click GO (CTRL+G).
The report definitions have been imported. You can find them in the application that they were created for.
Importing report forms
Some reports use a form. Some examples of reports that use a form may include payroll checks, timesheets, utility bills, invoices, and so on. The form formats how the information displays on the printed page. You can import the forms so you can use them.
Do this...
1. Open Connect System Management > System Tools > Import Report Forms/Definitions.
2. Use the File Path box to enter the path and file name of the report definition.
The report definition file will have the XML file extension. The report definitions in the XML file will be displayed in the Report Definitions section.
Import Report Form/Definitions, File path box
3. Select the checkbox next to the report definitions that you'd like to import.
Import Report Form/Definitions, Report Definitions checkboxes
4. Click GO (CTRL+G).
The report forms have been imported. You can find them in the application that they were created for.
Importing report forms and definitions
1. Open Connect System Management > System Tools > Import Report Forms/Definitions.
2. Use the File Path box to enter the file path and name of the report form/definitions.
File path box
3. Click GO (CTRL+G).
The report form/definition is imported. If you imported a report definition, you can view the new report definition in the report title drop-down list. If you imported a report form, you can select it when you launch Organization > Forms or from the Forms drop-down list in the report settings.
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