How do I import a report generator template?

Details

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

1. 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.
2. 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).
3. The report template will then be imported into platinum.
   • If you are about to import a template with the same report code as one already there you will be prompted if you want to replace the existing report.
4. The report is now ready to use or edit.

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).

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Keywords AND Misspellings

report generator, import