Import/Export

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    The ability to import or export reports, is available within CCH Reporting and can be found on the Task Bar in the Report Catalogue window, or from the Import/Export section of the ribbon.

    Import from Reporting

    Click Import from Reporting from the Task bar or Ribbon.

    ImportWindow.png

    Click the browse button to launch the Open window.  Search for the saved report and click Open.

    Click the drop down to select a Report Category area, click OK

    The Invalid report file windows is returned when;

    • The exported report contains fields from other CCH Products not or no longer present within this database
    • The exported report contains extra fields not or no longer present within this database

    InvalidImportFile.png

    Note: When exporting a report from within CCH Reporting the report type is set as xml.

    Import from Smart Reports

    To import a smart report into CCH Reporting, click Import from Smart Reports from the Task Bar or Ribbon.

    The Import dialog from Smart Reports opens.

    ImportfromSmartReports.png

    Click the browse button to launch the Open dialog.

    SROpenDialog.png

    Search for the saved report and click Open. The path to the selected .rpt file is displayed in the Report File path within the Import dialog box.

    Click OK to import the smart report into CCH Reporting catalogue.

    Note: The Replace Selected option from the Import dialog is greyed out as no report needs to be selected from the Reporting Catalogue before using Import from Smart Reports. 

    Export

    Select the report to export, click Export from the Task bar or Ribbon.

    ExportWindow.png

    Browse a location to save file, override default name if required, click Save.