Pre-existing reports in XML format can be imported into the system. You import a report by first exporting the report structure to an XML file, and then using the Import report link, located on the Report List page, to select the exported XML file. When you import this XML, the New Custom Report page opens allowing you to make modifications to, or save, the imported report. By default, the report uses the same name and availability (per-user or global) as the original report. However, you can change the name or other elements of the report as needed. 


The import process validates the XML to ensure that it matches tracking report requirements. An error message appears if the XML cannot be validated.


Once a report is imported, it is treated like any other report and can be edited or deleted as desired.


To import a report:

  1. Open the Report List page.
     
  2. Click the Import Report link.
     
  3. Click Browse in the Import Report page.
     
  4. Navigate to the desired folder and select the exported XML document.
     
  5. Click Open.
     
  6. Click Import.
     
  7. If desired, enter a new report name in the Name field.
     
  8. If desired, make any necessary changes to the report structure.
     
  9. Click Save.

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