Importing reports

Article:HOWTO62024  |  Created: 2011-12-13  |  Updated: 2014-05-19  |  Article URL
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Importing reports

You can import reports from another instance of Process Manager.

See About creating a new report.

See Creating a standard report.

See Adding a new sub report.

See Copying a report.

To import reports

  1. In the Process Manager portal, click Reports tab.

  2. Under Report Categories, select the category that you want to import reports into.

  3. On the right side of the page, click the Add Report icon, and click Import Reports.

  4. In the Import dialog box, click Browse and select the report file that you want to import.

  5. Select one of the following options to determine whether Process Manager overwrites or copies existing reports:

    • Overwrite existing reports - Process Manager overwrites reports with the same report ID.

    • Create new copy - Process Manager creates new copies of all the reports.

  6. Click Import.

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