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Sharing Reports

Share and import advanced reports efficiently and securely within the community. Users must have Report Designer role access to share reports.

Catalogs cannot be downloaded or imported separately. 

Navigation: Data and Reporting, Reports, Advanced Reports, Reports tab

Download a Report 

Reports that are linked to a catalog are available for download. Click Download to save the report as a ZIP file. The downloaded ZIP file contains the required data to import the report on another server.

Import a Report 

  1. Click Import report

  2. Select a ZIP file containing your report from your computer.

  3. You can rename the report during upload. 

  4. Click Upload.

If a report with the same name exists, the new report’s name is saved with an appended "_1".

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