Importing Report Definitions

You can create new reports based on an existing XMLExtensible Markup Language. A structured electronic file that allows you to exchange information between computer systems. report definition. These “templates” may be supplied to you by RLDatix or used when migrating reports from your organization’s test instance to production. In either case, the XML file contains references to the taxonomy where the report was exported. If the two taxonomies differ, the reports may not function as intended.

Note: In order to perform this activity, you must have the "Import/Export Report Definitions" role permission for the module to which the report belongs and the "Save Reports" role permission for the module to which the report will be imported. As well, if you are importing to a public folder, you must have the "Save Reports in a Public Folder" permission and if importing to another user's private folder, you must have the "Save Other Users' Private Report FoldersElectronic bins used to store files with similar attributes. Folders are created and populated from the management form.".

Prerequisites: You must have the 'Allow Access to Report Center' and 'Import / Export Report Definitions' functions enabled for your role.

To import an XML report definition:

1. Click the Report Center toolbar icon.
2. In the Report Management Panel, browse to the folder to which you want to import the report.
3. Click the More button and click Import Report. The Import Report dialog displays.
4. Click the Choose File button to locate the XML report definition file.
5. Locate the file on your computer or network and click Open.
6. Enter a Report Name and a Description (optional).
7. Click Import.