How to export and import custom reports
Modified on Thu, 15 Nov 2012 15:45 by CAREWare Help Desk — Categorized as: FAQ
In new builds of CAREWare users will be able to export and import custom reports between separate CAREWare domains. Users have been asking for this functionality for some time and now they will be able to create any custom report in CAREWare, export it and send it another user at a remote, unconnected CAREWare site, and that new user can import the custom report on their installation.
To export a custom report
:
Log in to CAREWare
Go to Reports>Custom Reports
Create the report you would like to export
Highlight the report
Press Export to File
Chose a location to save the XML file and provide a name for it
Press Save
The steps above will create an XML export file in the specefied location. You will then to browse to the location of that file and send it to the user requesting the custom report export. That user can use the following steps to import the XML file into their CAREWare instance.
To import a custom report export file
Login to CAREWare
Go to Reports>Custom Reports
Click on Import from File
Browse to the location of the file to be imported
Highlight the import file and press Open
Allow the file to complete the import
Use the newly imported custom report as normal
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