Importing User-Defined Reports into Project or Shell Templates

You can import user-defined reports into project templates from project templates in other Companies or other Unifier environments. Also, you can import user-defined reports into shell templates of the same shell type from other Companies or other Unifier environments. This enables you to reuse reports created in other companies or environments.

To import user-defined reports:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, click:
- Templates > Project (Standard) > All > click a [project] to open > Reports > User-Defined Reports or
- Templates > Reports > User-Defined Reports
In the User-Defined Reports log, from the toolbar, click Import to open the Unifier Login window.
Enter the following information:
- Company Short Name: this is the identifier used for your company, and was set up at the time of company configuration.
- Authentication Key: this key is set up at the time the company was configured. Contact your Site Administrator for further information.
- Unifier URL: the web address of the Unifier server.
- Search For: use to narrow your search for the report you want to import.
Click OK. The Import Report Template from Unifier window opens, listing the user-defined reports.
Choose the report or reports and click Import.
In case of errors, the UDR Import Error window opens, listing any import errors. These are some possible report import errors:
- Source and destination report environments have different versions of Unifier
- Report already exists in the destination if the report is enabled for Integration
- Report data sources vary between the report source and destination
If there are no errors, all reports are imported; if there are errors, none of the reports are imported until the errors are rectified.

Note: If you are importing a user-defined report into a shell template, the report you import must be from a shell of the same type as the destination shell template.
When the import is complete, click OK.
Click Close to exit the Import Report Template from Unifier window. The reports are added to the User-Defined Reports log. When you import a user-defined report, you are listed the report owner. For more information about the User-Defined Reports log, see Accessing User-Defined Reports (UDRs)

See Also