Difference between revisions of "How do I import a report generator template?"
From Catalyst
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| − | == | + | == Summary == |
| − | |||
You have a report template that you have :- | You have a report template that you have :- | ||
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* Downloaded from the [http://www.catalyst-uk-support.com/invision/index.php?showforum=20 support board]. | * Downloaded from the [http://www.catalyst-uk-support.com/invision/index.php?showforum=20 support board]. | ||
| − | You need to | + | You need to ''import'' this template into Platinum before it can be used. |
== Import == | == Import == | ||
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If the report already exists, you will be prompted to "Overwrite, Rename or Cancel?". | If the report already exists, you will be prompted to "Overwrite, Rename or Cancel?". | ||
* Only choose {{Button|Overwrite}} if you are sure you want to replace the existing report. | * Only choose {{Button|Overwrite}} if you are sure you want to replace the existing report. | ||
| − | * Alternatively choose {{Button|Rename}} and you will be asked for a new report code ( | + | * Alternatively choose {{Button|Rename}} and you will be asked for a new report code (Maximum of 3 Characters). |
* Choose {{Button|Cancel}} if you don't want to import the report.}} | * Choose {{Button|Cancel}} if you don't want to import the report.}} | ||
The report is now ready to use or edit. | The report is now ready to use or edit. | ||
| − | {{warning|text= | + | {{warning|title=Can't find the report?|text= |
If you cannot find the report you just imported if may have imported into another systems report generator (Each template knows which system it belongs to).}} | If you cannot find the report you just imported if may have imported into another systems report generator (Each template knows which system it belongs to).}} | ||
| + | |||
| + | == See also == | ||
| + | *[[How do I export a Report Generator template?]] | ||
| + | *[[Modifying a Report Generator System Report]] | ||
| + | |||
{{FAQ}}{{KB_Tags|report generator, import}}{{KB_RGen}} | {{FAQ}}{{KB_Tags|report generator, import}}{{KB_RGen}} | ||
Revision as of 09:25, 22 May 2008
Summary
You have a report template that you have :-
- Exported from another copy of Platinum.
- Been sent by a member of our support team.
- Downloaded from the support board.
You need to import this template into Platinum before it can be used.
Import
- Go to the report generator you want. If you are importing a Stock report template you should go to the "Stock Control" -> "Stock Reports" -> "Stock Report Generator", you will then be presented with a list of user reports for that system.
- Use the <Shift+F8> key to Import Report(s) and enter the name of the template file (You can use the <Ctrl+F1> key to search for the template file).
- The report template will then be imported into platinum.
If the report already exists, you will be prompted to "Overwrite, Rename or Cancel?". - Only choose [Overwrite] if you are sure you want to replace the existing report.
- Alternatively choose [Rename] and you will be asked for a new report code (Maximum of 3 Characters).
- Choose [Cancel] if you don't want to import the report.
The report is now ready to use or edit.
Can't find the report?: If you cannot find the report you just imported if may have imported into another systems report generator (Each template knows which system it belongs to). See also
