How to Export and Import an Individual Report Template

Reports
Report templates contain modifications to the layout and content of various reports within OnTime. These customizations are stored within report templates on a user's PC. They are not automatically shared across the network to other users. This article contains directions on how to export and import report templates between PCs.

Export a Report Template

From the Report Designer
  1. Preview the report type that you wish to export.
  2. In the report preview, click Modify near the top of the window.
  3. In the Report Designer that opens, click Export Template near the top-left of the window.
  4. Browse to a preferred directory in the computer, specify a filename, and click OK to save the report template.
From the Reports view (Enterprise and higher subscriptions)
  1. From within OnTime Management Suite, navigate to the Reports view.
  2. With the Reports tab selected at the top, click the button labeled Export Templates.
  3. Select the desired report template from the list and click the button labeled Export.
  4. Browse to a preferred directory in the computer, specify a filename, and click OK to save the report template.
The report template file can now be sent to other workstations via methods of file sharing or email.

Import a Report Template

From the Report Designer
  1. Preview the report type that you wish to import.
  2. In the report preview, click Modify near the top of the window.
  3. In the Report Designer that opens, click Import Template near the top-left of the window.
  4. Browse to the report template file to be imported. Select the report template file and click the button labeled Open.
  5. Close the Report Designer, saving any changes if prompted.
From the Reports view (Enterprise and higher subscriptions)
  1. From within OnTime Management Suite, navigate to the Reports view.
  2. With the Reports tab selected at the top, click the button labeled Import Templates.
  3. Browse to the report template file to be imported. Select the report template file and click the button labeled Open.
Note: Many reports in OnTime currently only support one template. At this time, OnTime only supports multiple report templates for the Invoice report.

Export and Import All Report Templates

All report templates contained on a PC can be exported at once to a single file. For directions, see How to Backup Report Templates and How to Restore Report Templates.
Article ID: 279, , Modified: June 16, 2020 at 12:53 PM

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