How do I export a report definition?

Reports

Save a report definition to an export file. You can share report definitions with other Connect users. Sharing report definitions may be helpful when you have multiple users who need to print the same report definition from different workstations.

Contents

How do I export a report definition?
1. Before you get started
1. Exporting a report form
1. Related topics

Before you get started

You'll need to know where you want to create the export file.
You will also need to use Connect to export the file. Connect cannot import a report definition created by a previous version of Caselle.

Exporting a report form

1. Open Connect System Management > System Tools > Export Report Forms/Definitions.

2. Use the Application menu to select the name of the application that uses the report definition.

Connect displays all of the report definitions created for the application in the section titled Report Definitions. The Caselle master reports will be excluded from the list of report definitions because the master definitions are available to all users.

3. Click to select the field titled File Path, and then enter the path and file name for the export file.

This is the location where Connect will create the export file.

4. Click to select the checkbox next to a report definition.

You'll want to select all of the report definitions that you want to include in the export file.

5. Click GO (CTRL+G).

The report definition is saved to the export file.