Importing and Exporting Custom Reports

You can export and import custom reports as XML files to facilitate report distribution and sharing. Appropriate permissions are required:

• To export custom reports, administrative permissions to run reports are required.
• To import custom reports, administrative permissions to create, edit and delete custom reports are required.

To export a custom report, do the following:

1. In the Reports > Report Gallery tab, hover over the custom report, then click the Export link.
2. Open or save the custom report file.

To import a custom report, do the following:

1. In the Reports > Report Gallery tab, click Import Custom Report.
2. Click Browse to select the custom report file.
3. Open the Select Category list and designate the report category where the report will reside.
4. Click Import.
5. If the custom report has the same name as an existing custom report, you are prompted to rename the incoming report or overwrite the existing report.
6. If the custom report has the same name as an existing report, you are prompted to rename the new report.