Importing/Exporting Reports

How to share custom reports between CCaaS instances by exporting and importing report files.

Reports are saved internally as XRA files, which can be exported to share a custom report with another CCaaS instance or user, or imported to add a shared report to My Reports.


Exporting a Report

  1. Select the ... menu in the top right corner of My Reports
  2. Select Export Reports
  3. Select the report(s) to export from the list, then select Export
  4. Choose a save location for the file

The exported file can then be sent to another user, who imports it into their own instance.


Importing a Report

  1. Select the ... menu in the top right corner of My Reports
  2. Select Import Reports
  3. Locate and select the saved report file, then select Open
📘

Confirming an Import

A confirmation message displays once a report has been imported successfully.