How do you Export and Import Report Templates ?

Document ID : KB000015019
Last Modified Date : 14/02/2018
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Introduction:

CA Client Automation allows you to Export Report Definitions and

Import them into Reporter on another system.

This can be useful if choose not to upgrade, but started fresh with a new version.

Question:

How do you Export and Import Report Templates ?

Environment:
CA Client Automation - All Versions
Answer:

Reporter Export and Import each have 2 Options.

You can either Export or Import one Report or you can do a Group of Reports.

EXPORT REPORTS:

One Report

Right_click on a Report and select Export > Report Definition

Export DSM.png

On the Next Screen select where you want to Save the Report Definition 

Export Win.png

Group of Reports

Right-click on any Folder and select Export All Report Templates... (This will export all the Reports in that Folder)

Export Group1.png

Select the folder the Report Templates will be Exported to:

Export Group2.png

Here is an Example of some of the Reports that got Exported:

Export Group3.png

 

IMPORT REPORTS:

One Report

Open Reporter:

Right-Click on any Folder and Select Import Report Templates...

Import DSM.png

On the Next Screen select the Exported Report Definition

Import Win.png

 The Report Definition will import into the Folder you Right_clicked on...

 

Group of Reports:

Right-Click on any Folder and Select Import Report Templates...

Import DSM.png

 

Select a Group of Reports:

Import Group.png

 The Report Definition will import into the Folder you Right_clicked on...