How to Import Report Formats from Different Companies in Reports Designer

Overview:

QNE Software allows users to import report formats from different companies using Reports Designer. This feature enables businesses to standardize reporting across multiple databases by downloading and uploading pre-configured report formats. This guide explains how to transfer report formats efficiently between companies.    

Scenario:

Imagine you have customized a financial report format for Company A, and now you need to use the same format in Company B without recreating it from scratch. Instead of manually designing the report again, you can export the format from Company A and import it into Company B using Reports Designer.

Solution:

1. Exporting the Report Format from the Source Company

• Open Reports Designer and search for the report format you want to export.
  
  

• Click Action > More > Download to export the report.
  
  

• The system will download a .repx file, which contains the report format.
  

2. Importing the Report Format into the Target Company

• Open Reports Designer in the target company’s database.

• Click the Upload Report button to start importing.
  
• Locate and select the .repx file downloaded from the source company.
  
• Choose the correct Report Type from the dropdown list.
  
• Enter a Display Name to help identify the report format.
  
• Click OK to finalize the import.
• The imported report format will now be available in the list and ready for use.
  

Application:

Let’s say you manage multiple companies under QNE Software and require a standardized invoice format across all databases. Instead of manually redesigning the report in each company, you can:

• Download the customized invoice report from one company.

• Import the same report format to other companies.

• Ensure uniformity in reporting across all businesses.

By using the import/export feature in Reports Designer, businesses can efficiently replicate customized reports across different databases, saving time and ensuring consistency in financial documentation.