Importing and Exporting Reports
Report templates are saved as XRA files in the service. If you need to share(export) or install (import) a report file with Xima Support, this article will help you.
Importing Reports
To import a report follow these steps:
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In the My Reports section on the Chronicall main page, select the vertical dots icon located in the top right-hand corner of the page.
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Click "Import" in the drop down menu.
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Locate the saved report in the window that opens.
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Select the report and click "Open."
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A window will then appear alerting you to the success of importing the report.
Exporting Reports
To export a report follow these steps:
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In the My Reports section on the Chronicall main page, select the vertical dots icon located in the top right-hand corner of the page.
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Click "Export" in the drop down menu.
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Select the report(s) that you would like to export from the list of reports.
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Click the "Export" button in the bottom right-hand corner.
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Select the desired save location.
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Once you have exported the report(s), you can now send it to another Chronicall agent that can import the reports into their instance of Chronicall.
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To import an exported report, see above.
Updated 12 months ago