How to Export/Import a report

The export/import functionality of the Report Module can be used to save the data of a report to a file on disk and load it again at a later time or on a different machine.

Export/import is accessed through the buttons at the top of the screen in the Reports section of the Report Module:

To export one or more reports and save them to the hard disk:

1. use the check boxes on the left side of the data grid to select the reports you want to export
2. the Export to Disk button will be enabled
3. click Export to Disk
4. choose a location for the .rxp file (depending on your browser settings, the location may be selected automatically and the download may happen immediately)

To import the exported reports again at a later time or on a different machine:

1. click the Import from Disk button
2. select the exported .rxp file
3. the system will navigate to the Import Wizard

The Import Wizard consists of three tabs:

1. the Datasources tab, showing which datasource should be imported, how they should be named and which existing datasources they might overwrite
2. the Reports tab, showing which reports should be imported, how they should be named and which existing reports they might overwrite
3. the Finish tab, showing an overview of all chosen actions to be performed for the import

On the Datasources tab a grid is shown with 4 columns:

1. Original Name: uneditable text field showing the name of the datasource as it was when the datasource was exported to the .rpx file
2. Replaced Name: lookup selection box showing an optional name of an existing datasource that will be replaced by the imported datasource
3. New Name: editable text field showing the name of the datasource as it will be after the import has taken place
4. Action: description of the action that needs to be performed to make the situation as specified in the other columns

The "copy name" buttons in the Original Name and Replaced Name columns can be used to copy either the original name or the replaced name to the New Name column:

The "clear name" button in the New Name column can be used to clear the New Name field. This will change the Action to "Do not import datasource" and leave the datasource ignored in the rest of the process.

The Replaced Name lookup selection box will offer selection of any of the names of the existing datasources in the system:

Selecting a name in this lookup will cause the import of the datasource to overwrite the existing datasource by the selected name. This will be reflected by the text in the Action column:

The Replaced Name lookup selection box may display the tag "(same origin)" with an existing datasource, signifying that this datasource has a unique identifier that matches that of the datasource that is being imported. Since this identifier is unique and is assigned when the datasource is created, this means that the two datasources were both based on one datasource that was newly created in the past. The matching of origins of the imported datasource and the existing datasource it replaces is also shown in the Action text.

The Action column shows the action to be performed to satisfy all the choices the user has made in the other columns. The following Actions are possible: