Importing and Exporting Reports

Its simple to import and export Centerbase reports from one database to another. 

Open Reports in System Settings

Open the System Settings from the main UI by clicking the gear in the bottom left of the screen  

Exporting a Existing Report

Click Reports under report manager in the left naviagation

Select a report from the drop down

Click the Export button and save the XML file to your computer.

This report is now ready to be imported into another Centerbase database, with a few cavaets

• If the target system does not contains all of the same fields as the source, you will need to delete or reassign columns, groups, and soring criteria
• The above also applies to tab location
• Target system must also be at the same or later version is using custom report stored procs.  This only applied to Custom and System reports.
• at the present (July 2018), Images do not transfer, and may need to be updated on the target system.

Importing a Report

Click Reports under report manager in the left naviagation

Click New Report using the down arrow, and select Click Reports under report manager in the left Import Report

 Select an XML export you have previously saved to your local computer (see section above) and click Open

The report will open in the report designer, and you may modify and now save the report.  See caveats above regarding compatibility.