Adding and Exporting Reports

Users can add and export Centerbase Reports from one site to another in a few steps. First, start by going into the Reports Manager in the System Settings.

Exporting an Existing Report

In the System Settings, select the Reports Manager > Reports tab.

Select the desired Report from the "Select a Report" dropdown, then click Export. That will download the Report file to the Downloads folder on your computer.

The Report is now ready to be imported into another Centerbase database, with a few caveats:

• If the target system does not contain all of the same fields as the source, columns, groups, and sorting criteria will need to be deleted or reassigned.
• The above also applies to tab location.
• The target system must also be at the same or later version if exporting a Custom-type Report. This only applied to Custom and System Reports. 
• Currently, images do not transfer and may need to be updated on the target system.

Adding a Report

Click here to view the list of Report file downloads.

In the System Settings, select the Reports Manager > Reports tab.

Select the triangle next to the New Report button and click Import Report from the menu.

Select an XML file previously saved to your local computer and click Open.

The Report will open in the report designer. From there, it can be modified and saved. Please note that the same caveats that apply to exporting Reports (listed above) also apply to importing Reports.

If there are any issues, please contact Centerbase Support.