How do I import a report generator template?
From Catalyst
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
