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[[:Category:Reports|Reports]] can be exported and imported into SmartSimple using the Import/Export function on the [[Report Management page]]. This feature is particularly useful if you have created reports for testing on your [[backup instance]] and wish to implement the finalized reports in your live system.
The steps to export a report or set of reports are as follows:<br>
[[Image:ImportExport-ExportingReportsWithText.png|link=|850px]]
# On the [[Report Management page]], select the checkbox next to the report(s) that you wish to export.
# Click on the '''Export''' tab.
# A pop-up window will appear, containing the details of the reports you have selected in [[XML]] format. Select all of the text in the pop-up window and save it to a text editing program, such as Notepad.
Note that, if multiple reports are selected, they will be delimited in the XML text block with the <reportexport> tag.
The steps to import a report or set of reports are as follows:<br>
[[Image:ImportExport-ImportingReportsWithText.png|link=|850px]]
# On the [[Report Management page]], click on the '''Import''' tab.
# A blank pop-up window will appear. Paste the XML data that you have exported into this window.
# Confirm your selection by clicking on the '''Import''' button at the bottom of the pop-up window.
* The reports will be imported. Confirmation text will be presented, which includes the [[reportid]]s of the newly-imported reports.
[[Image:ImportExport-ResultsLog.PNG|link=|350px]]
* If any mapping errors occur (for example if you attempt to import a report which references custom fields that do not exist in your copy of SmartSimple), an error message will be presented in the confirmation text.