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Question:
How do I import / export reports templates in your applications?
Answer:
All Express Technology applications have a feature that allows users to
import and export report formats to report template files. Exporting a report to file
is very helpful if you want to save a report template to a text (.rtm, .rdf*, .ini or
.txt)
file before making alterations. Or, you might want to export a
report template to a text file and email it to our support staff.
Occasionally, our support staff may
make a custom alteration to a report and email it to you for importing.
Or, you may want to import one of the
original report formats.
The
text file produced by exporting reports contains the report template /
layout. It does not contain data but rather the report
setup. The following is a brief description of how to import and
export reports formats. Do not confuse this with exporting data
resulting from a report.
Caution:
If you have customized the standard reports in ExpressMaintenance,
importing a report template file will overwrite your existing reports. You should save
any customized reports to a new name before importing report
template files.
Exporting
Report Template (Formats)
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Run
the application such as ExpressMaintenance.
-
Open
the applicable report screen. Example: Maintenance / Reports.
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Locate
the desired report in the list of reports in the right panel.
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Right
click on the report and the popup menu will appear.
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Left
click on the "Export Select Report to File" option.
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Select the desired destination folder where the
report will be exported using the report name with the .rtm (or .rdf*)
extension.
-
Email the .rtm file as an attachment or keep it as a
backup.
Importing
Report Template Files (Formats)
-
Locate the desired report
template file and download -
click here for list.
Note: Some browsers require that you right click on the desired
template file
and left click on Save Target As.
When you left click on the desired report, if it opens as text
rather than starts a download, you should close the text window and
right click on the desired report and left click on Save Target As.
-
Or, if emailed, save the report
(.rtm) file to disk, noting the folder where
the file is saved.
-
Be sure to note the exact file name
and folder where the report is saved.
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Run
the application such as ExpressMaintenance.
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Open
any report screen. Example: Maintenance / Reports.
-
Right
click on any report and the popup menu will appear.
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Left
click on the "Import Report(s) from File" option.
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Use
the windows dialog box to locate the report template (.rtm) file.
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Click
the Open button to open the file.
-
The report will be imported and
a dialog will reflect the completion and how many reports were
imported. Note: If you do not see a dialog indicating the
successful importing of the report, you have not completed the
process successfully. You should follow the steps again
carefully.
*Note: The file types for some
applications which use the Shazam Report Designer is *.rdf (report
definition file). Applications are being converted to the
Report Builder which use *.rtm files. |
