Copying report templates

For each report there is a possibility of copying. Objects involved in copying are: Report, report columns, report filters.

<aside> 📢 Important: Access to the operation can be configured in the [Operations permissions] section for the admin operation [Ability to import/export report template settings].

</aside>

The copied report is accompanied by a message from the [Prefix for report cloning] system setting.

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Import / export report templates

<aside> 📢 Important: Access to the operation can be configured in the [Operations permissions] section for the admin operation [Ability to import/export report template settings].

</aside>

To export report settings, select the report and click the [Import report settings] button. After that, the file with the report settings will be downloaded. This file can be moved between sites using import. The list of objects and columns of these objects can be found in the [Report export entity] and [Report export column] lookups.

If the report settings according to Id data are already present in the database. Then when importing, all records will be updated