Generate Reports, Import and Export Templates

This article will help you generate, import/export and download reports from Template Library.

To perform the following procedures, open the Reports Manager.

Generate Report

1. From the Report Explorer locate and double-click on a report.
2. When prompted, select from available parameters, then click OK.
   Note: The report is generated and displayed in the Report Viewer.

Download Report from Template Library

1. On the toolbar click [Tools] and select Template Library.
   The list of report templates stored in our cloud repository opens.
   
2. In the Template Library, select a Category or search reports using the search box located above the Categories.
   Tip: To preview a short description, hover over a template and read the tooltip.
3. Locate the Report and click Download Report.
   The Parameters window opens.
   
   Note: The parameters are different for every report template.
   Tip: To preview a template before downloading, simply click the button with the magnifying glass icon.
4. When prompted, select parameters, then click OK.
5. Click [Save] on the toolbar.
   The Save new report window opens.
   
6. Select a group or click New Group.
   Tip: You can change report name and add a description below.
7. Click Save.

Import Report Template

Note: To import a report template, you must first have a file in .REX format.

1. Click [Tools] on the toolbar, then select Import.
2. Locate and select a report template, then click Open.
3. When prompted, select parameters, then click OK.
4. On the toolbar, click [Save].
5. Select a group or click New Group.
   Tip: You can change report name and add a description below.
6. Click Save.

Export Report Template

1. To export a template, click [Tools] on the toolbar and select Export.
2. Locate and select a report template, then click Save to disk.
3. In the Save As windows, browse and select a folder, then click Save.